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
It's Time to Bury the 4% Rule for Good
By John ManganaroIt's not reliable in current market conditions, and research on better spending strategies has come a long way.
January 10, 2024
Gundlach: 12 Predictions for Stocks, Bonds, Economy in 2024The DoubleLine CEO sees potential upheaval as new market trends emerge this year.
January 09, 2024
Bill Gross Casts Shade on Treasurys, Sees 10-Year 'Overvalued' at 4%The Bond King also said shorter-end notes would make more sense for those interested in the market.
January 04, 2024
Most Americans Pessimistic About Economy: SurveyMarket uncertainty and interest rates could be driving Americans' waning outlook, research from Allianz Life found.
January 03, 2024
33 Undervalued Stocks for Q1: Morningstar, 2024While the rate of economic growth is projected to slow in 2024, opportunities remain in multiple sectors.
January 03, 2024
Markets Lift a Half-Full Glass to 2024The economy has proved to be resilient, and Fed policy should stabilize. Not so fast on big tech.
January 03, 2024
Peter Mallouk's Predictions for Advisors, Firms and the Markets in 2024The Creative Planning CEO also shares his resolution for this year and what most surprised him in 2023.
January 02, 2024
Banks See Higher-Rated Bonds Beating Junk Debt for First Time Since 2020BofA recommends higher-rated bonds over junk debt as rates, earnings and issuance challenge credit this year.