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
$1.2M Needed to Retire Comfortably: Survey
By Michael S. FischerEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 08, 2026
How Advisors Can Help Close Millennial Investing GapsThis generation wants to know how to get started, how to invest wisely and how to build lasting wealth.
July 08, 2026
Vanguard Personal Wealth Seeks Head of Digital AssetsWhile this executive will lead strategy, the investment giant suggests that the move doesn't signal shifting policy.
June 26, 2026
10 Cheap Stocks With Steep Competitive Advantages: MorningstarThese companies are positioned to fend off rivals for 20 years or longer, according to analysts.
June 24, 2026
Advisors Are Bullish on Model Portfolios: MorningstarAt the end of March, the researcher notes, such vehicles reached $943 billion, up 46% over last year.
June 18, 2026
7 Best Under-the-Radar Funds: MorningstarThese mutual funds and ETFs are among the high-rated offerings beyond the biggest fund families, according to Susan Dziubinski.
June 17, 2026
Semiliquid Funds Soar to $600B as Private Credit Loses Steam: MorningstarEvergreen assets, research finds, are entering a new phase as investor demand shifts and top risks become more apparent.
June 16, 2026
Watch Out for These ETF Tax SurprisesNot all ETFs are as tax-efficient as those that follow broad stock market indexes.