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
Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?
By Dinah Wisenberg BrinA U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
April 30, 2025
Morningstar Billionaire Says AI Finance Models Lag in AccuracyAI’s current capabilities in finance “are exaggerated, and it has a long way to go,” said Joe Mansueto.
April 30, 2025
12 Counties Where Americans Reaped Biggest Investment GainsCapital gains can be an indication of wealthy-investor hotspots, SmartAsset suggests.
April 23, 2025
New Bill Cuts Capital Gains Taxes for Some High EarnersThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 21, 2025
This Time Really Is Different, Rick Kahler Warns"The foundation of free trade, finance and a free economy is being eroded," the financial therapist says.
April 17, 2025
Top Portfolio Strategies for Bond ETFs: VettaFi's RosenbluthThe funds can play different roles in broad portfolios, explains the research analyst.