Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
What to Know About Investing in Private Credit
By Roger WohlnerThe private credit market has grown about 50% in four years. Should your clients invest?
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 22, 2024
JPMorgan, at Odds With Goldman, Sees Solid Run Ahead for StocksThe bank's analysts, including David Kelly, expect large-cap equities to return an annualized 6.7% over the next 10-15 years.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 21, 2024
Decade of Big S&P 500 Gains Is Over, Goldman Strategists SayThe index should post an annualized nominal total return of just 3% over the next 10 years, say strategists with the bank.
October 18, 2024
11 Best Bond Index Funds in 2024: MorningstarAnalysts have given them their highest medalist rating and think they will outperform in a full market cycle.
October 15, 2024
10 of John Buckingham's Favorite Overlooked Stocks"I'd rather buy things that haven't had their day in the sun," the market-beating manager says.
October 14, 2024
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel CrosbyFinancial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.