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
One of the Last Big Bears on Wall Street Turns Bullish on Stocks
By Farah ElbahrawyMorgan Stanley's Michael Wilson now sees the S&P 500 rising 2% by June 2025, a big shift from his earlier bearish view.
May 13, 2024
10 Misconceptions About the Stock MarketAdvisors need to help clients see the full picture, especially when things are not going their way.
May 13, 2024
Stifel Forecasts S&P 500 Will Drop 10% as Soon as This QuarterThe firm projects a jump in a key inflation gauge, delay in monetary easing and plunge in stocks.
May 13, 2024
Envestnet, Salesforce Plan New Integrations for AdvisorsSalesforce Financial Services Cloud users will have direct access to the MoneyGuide planning program within their central CRM.
May 07, 2024
When Clients Have High IRA BalancesHere are four things to discuss while times are good.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
April 29, 2024
10 Blue-Chip Stocks to Buy for the Long Term: MorningstarThe highlighted companies have predictable cash flows, with management teams making smart capital-allocation decisions.
April 29, 2024
Why Invest in Private Markets?It's possible to ride along with top-quartile funds found in multibillion-dollar institutional portfolios.