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
Volatility's Back: Be Smart, Not Frightened
By Bob SeawrightSay it with me: Volatility is normal and necessary.
April 03, 2018
Ibbotson: Can Fixed Indexed Annuities Beat Bonds in Retirement Portfolios?Ibbotson has published a paper showing the effects of substituting FIAs for all or part of a long-term bond allocation.
April 02, 2018
The VIX and Other Fear GaugesPrognosticators, investment firms, advisors and even so-called "fear indexes" have been warning that the good times in the stock market won't last…
April 02, 2018
Volatility's Bite Returns: What Now?The surge of volatility in early February reminded investors the stock market does not only go up. We asked investment experts and advisors to provide their interpretations of its return — and how to deal with future bumpiness.
April 02, 2018
Ellevest Enters the Impact Investing Space: Portfolio ProductsAlso, Voya Financial enhances its services to support the special needs community.
March 30, 2018
How Cash Makes Clients HappyCash has become a forgotten asset class, although it comprises an important part of clients' sense of well-being.
March 30, 2018
Readying for Higher Interest RatesEven the Fed believes inflation is upon us, and it would be wise for advisors to fortify their portfolios against this risk
March 29, 2018
Girding for End of Bull Run, Investors Look to AltsA survey finds ESG strategies are increasingly appealing, crypto much less so.