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
Are Advisors Giving Conflicted Social Security Advice?
By John ManganaroHouseholds with advisors claim benefits earlier on average, a new paper by David Blanchett and Jason Fichtner finds.
March 21, 2024
How to Talk to Clients About Fed MovesDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.
March 21, 2024
Rob Arnott: On AI, 'Never Short-Sell a Bubble'Investors can avoid the messiness with gains that "average out" of the market, the Research Affiliates head tells ThinkAdvisor.
March 21, 2024
Republicans Call for Raising Retirement AgeThe Republican Study Committee's 2025 budget also suggests reducing benefits for top earners who aren't near retirement.
March 20, 2024
9 Ways Women and Men Invest DifferentlyA Fidelity study of 5 million accounts over 10 years found women held a slight performance edge.
March 19, 2024
6 Best U.S. Stock Index Funds in 3 Categories: MorningstarThe top funds in the S&P 500, total market and small company classes share low expense ratios.
March 19, 2024
10 Phrases for When You Need MotivationSometimes, all it takes is a few words to give yourself a little kick.
March 18, 2024
SEC's Texting Crackdown Rages On, With RIAs Likely NextStand-alone penalties against investment advisory firms are coming, two former SEC attorneys say.