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
An Asset Manager's Key to Boosting After-Tax Wealth
By Jane Wollman RusoffFrank Pape of Frontier talks about tax-friendly investment processes and why advisors should stop discussing "standard deviations."
February 01, 2024
Jeremy Grantham Warns Investors to 'Be Quite Careful' as Big Risks LoomThe GMO co-founder tells ThinkAdvisor his 2024 market predictions and where to invest now.
January 25, 2024
Debate: Does the Approval of Spot Bitcoin ETFs Help the Average Investor?Our experts debate whether the new funds increase or decrease the risks around bitcoin investing.
January 24, 2024
Getting Clients to Buy Into the Return to NormalcyAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.
January 24, 2024
60/40 Portfolio 'Was Never Dead': Vanguard ResearcherThe foundational allocation roared back last year after a rough 2022, said Fran Kinniry.
January 23, 2024
11 'Up-and-Coming' Investment Strategies to Watch: MorningstarMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
January 19, 2024
10 Best Dividend Stocks for 2024: MorningstarThe best dividend stocks are not just the highest-yielding ones, analysts say.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.