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
How to Help Clients Navigate Bonds Before Rate Cuts
By Roger WohlnerAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.
August 09, 2024
In Today's Volatile Markets, Buffer ETFs Could Offer Peace of MindThese funds now have $41.4 billion in assets and typically take a long position in broad index-based funds and also buy and sell options.
August 09, 2024
Portfolio Strategy Zooms In on Buffett's Market TacticsThe technique also aims to complement traditional bucket strategies and partial annuitization to address sequence risk.
August 09, 2024
What 3 Advisors Make of Wall Street's Wild WeekProfit-taking is normal and healthy, but it can spark short-term fears about what comes next,
August 09, 2024
10 Best Growth Stocks to Buy and Hold: MorningstarThere are some growth-stock deals to be found as value stocks gain the upper hand, analysts say.
August 08, 2024
Bullish Advisor Sentiment Collides With Market VolatilityIn a recent survey, only 9% of respondents said they expected a correction, though volatility concerns ran high.
August 07, 2024
14 Pieces of Investing 'Wisdom' That Are Not So Wise: Advisors' AdviceAs commonly accepted financial beliefs are found to be untrue, it's important to help clients unlearn them.
August 06, 2024
Goldman Says Buying S&P After 5% Drop Is Usually ProfitableReturns after a 5% decline have been positive in 84% of episodes, the research shows.