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
Where Ace Stock Picker John Buckingham Is Investing for 2026 and Beyond
By Jane Wollman RusoffThe longtime Al Frank Fund manager sees bargains galore in the stock market this year, he tells ThinkAdvisor.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 08, 2026
Why the 60-40 Portfolio Might Be the Comeback Kid in 2026Given the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.
January 06, 2026
6 Retirement Income Options That Aren't AnnuitiesA new handbook reviews non-annuity products that wealth managers can bring to bear for retired clients.
January 06, 2026
What Advisors Can Expect From Private Credit in 2026The segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.
December 19, 2025
5 Insurers That Made the Most Indexed Universal Life Sales in Q3Overall sales of the product that launched a thousand heated LinkedIn debates rose 2.6%, year over year.