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
Here Are Some of John Buckingham's Favorite Stocks for 2024
By Jane Wollman RusoffThe Kovitz wealth management principal tells ThinkAdvisor about the seven investing themes guiding his latest picks.
November 06, 2023
Morgan Housel: To See Crashes Coming, Look BackwardWhen "everything is going great ... that's when you've got to watch out," the bestselling author tells ThinkAdvisor.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
November 01, 2023
10 Good Stocks That Are Cheap Right Now: MorningstarAnalysts consider these firms to have predictable cash flows and a smart capital-allocation history.
October 30, 2023
Advisor's Popular Podcast Tackles Hot Financial TopicsOn "What Dewey Do?," born out of the 2020 market crash, Dewey Steffen discusses investing, AI and more.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 26, 2023
Millennial Investors Want Bond ETFs: Schwab StudyYounger investors' embrace of the asset class is outpacing other generations' across several measures.
October 26, 2023
7 Top-Performing Active Stock ETFs: MorningstarThe analysts' ranking accounts for both 1- to 5-year returns and year-to-date performance.