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
These 'Good' Investing Behaviors Can Drag Down Performance: Morningstar
By John ManganaroA combination of poor timing and bad luck can cause otherwise virtuous investment activities to dent performance.
August 07, 2023
7 Types of Investments Clients Should Avoid: Advisors' AdviceThese investments are complicated, outdated or downright risky, advisors say.
August 07, 2023
LPL Launches Direct Indexing in Model Wealth PortfoliosThe strategy is available through new custom indexed separately managed accounts.
August 01, 2023
How a Loss-Proof ETF Can Factor Into Retirement PortfoliosWhile not appropriate for all investors, a new class of buffer ETFs has features potentially attractive to retirees.
July 28, 2023
3 Misconceptions About 60/40 Portfolios: VanguardTwo of the misconceptions about 60/40 portfolios deal with execution, while the other is fundamental.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 17, 2023
Larry Swedroe: This Big Investing Mistake Could Tank Your Clients' RetirementA 60/40 portfolio could shortchange investors over the next 30 years, the Buckingham Strategic Wealth strategist tells ThinkAdvisor.
July 17, 2023
7 Issues That Can Complicate Tax-Loss HarvestingTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.