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
Larry Swedroe: Time to Diversify From Stocks and Bonds
By Jane Wollman RusoffThe Buckingham research director talks to ThinkAdvisor about his market and economic predictions for 2023.
December 28, 2022
Is It Time for a Retirement Portfolio Reset?When prices rebound, retirement-focused investors will have big decisions to make, Morningstar's Christine Benz says.
December 27, 2022
8 Tasks to Knock Out While You're Stuck in the Office This WeekIf you have an abundance of extra time this week, use it wisely.
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
December 22, 2022
These Were the Best Trades in 2022What worked most this year was a long-inflation strategy, tied to the Fed's most aggressive policy tightening in four decades.
December 20, 2022
What the Bank of Japan's Surprise Move Means for InvestorsMarkets don't like uncertainty, and even a suggestion that Japan might let bond yields go higher is enough to rattle some investors.
December 19, 2022
Sam Stovall: 5 Pieces of Advice Your Clients Need NowThe bear market will likely be retested in the first quarter, the CFRA investment strategist tells ThinkAdvisor.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.