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
Watch Out for These ETF Tax Surprises
By Roger WohlnerNot all ETFs are as tax-efficient as those that follow broad stock market indexes.
June 11, 2026
9 Useful Phrases for Your Next Portfolio ReviewWhen you want clients to take action, the right words can help.
June 05, 2026
12 Things That Set Top-Performing Wealth Managers ApartNew research on 2,385 advisors sorts out the best practices.
June 04, 2026
5 Best 'Dividend Aristocrat' Stocks to Buy Now: MorningstarThese companies have increased dividends annually for at least 25 years.
June 03, 2026
Dividend? Growth? Both Stock Classes Can Work in Retirement PortfoliosThe former provides steady income, while the latter offers explosive potential in an asset mix.
May 29, 2026
10 New Retirement Savings Stats: FidelityBoth 401(k) and 403(b) savings rates set records, research finds, while IRA contributions also reached new highs.
May 27, 2026
'Smart Money' Favors These 10 Stocks: MorningstarA new analysis focuses on the latest portfolios of some of the best fund managers.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.