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
10 Ways to Answer 'What Do You Do?'
By Bryce SandersGet the other person interested enough to ask questions.
April 23, 2026
Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios?The client curiosity is there, and the industry is increasingly taking notice.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.
April 17, 2026
7 Good Growth ETFs for Long-Term Investors: MorningstarAs skepticism grows around AI-related stocks, some are now undervalued and oversold, an analyst writes.
April 16, 2026
Private Markets Belong in 401(k)sThe defined contribution retirement system should reflect how modern capital markets actually function.
April 16, 2026
Vanguard Launches Two International Stock Index ETFsOne low-cost exchange-traded fund offers a value exposure, the other a growth index.
April 15, 2026
Jeremy Grantham: AI Mega-Bubble Meets a Dangerous Global BackdropThere's "no room for excitement" in market forecasting, GMO's co-founder tells ThinkAdvisor. But he sees trouble ahead.
April 10, 2026
Schwab: Two Ways to Size Crypto Exposure, With Risk in FocusEven a small allocation to digital currency can carry big risks, the asset manager warns.