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
Top Portfolio Strategies for Bond ETFs: VettaFi's Rosenbluth
By Dinah Wisenberg BrinThe funds can play different roles in broad portfolios, explains the research analyst.
April 10, 2025
Brutal Reversal in Stocks Shows Perils of Trump Tariff SwingsThe S&P 500 is down more than 7% since Trump announced harsh tariffs on April 2.
April 10, 2025
Citi's Sieg Tells Wealthy Clients: Don’t Buy the Dip“Let’s try to be disciplined ... [when] the world’s moving very fast,” said the former head of Merrill.
April 09, 2025
10 Good Dividend Stocks That Are Cheap Now: MorningstarPrice risk is reduced when investors can buy the stocks of these high-quality companies at bargain rates.
April 04, 2025
Bill Gross Warns Dip-Buyers to Stay Out of ‘Epic’ Market Turmoil"Investors should not try to ‘catch a falling knife,'" the PIMCO co-founder said.
April 03, 2025
5 Life and Annuity Messaging Tips for Scary Market DaysThe holdings you offer could be the ones that help calm clients' nerves.
April 02, 2025
These ETFs Limit Losses With No Hard Cap on Gains. What's the Catch?Uncapped buffer ETFs protect against market drops, but there are other risks for investors to consider.
March 31, 2025
BlackRock's Fink Says 60/40 Portfolio Is Dying, Vows to Open Private Markets to the MassesThe new normal may be a 50/30/20 split, says the leader of the world's largest asset manager.