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's What Beats the 4% Rule: Jamie Hopkins
By John ManganaroRetirees simply don't spend in a constant manner — far from it, says the Carson Group managing partner.
August 09, 2023
Fee-Only Advisors Driving a Rush Into Cheap Funds: MorningstarInvestors saved about $9.8 billion in fees for open-end mutual funds and ETFs last year.
August 09, 2023
10 Dividend-Growth Stocks to Buy Now: MorningstarThese stocks, currently trading at a discount, have a lot going for them, according to analysts.
August 07, 2023
7 Types of Investments Clients Should Avoid: Advisors' AdviceThese investments are complicated, outdated or downright risky, advisors say.
August 07, 2023
LPL Launches Direct Indexing in Model Wealth PortfoliosThe strategy is available through new custom indexed separately managed accounts.
August 01, 2023
How a Loss-Proof ETF Can Factor Into Retirement PortfoliosWhile not appropriate for all investors, a new class of buffer ETFs has features potentially attractive to retirees.
July 28, 2023
3 Misconceptions About 60/40 Portfolios: VanguardTwo of the misconceptions about 60/40 portfolios deal with execution, while the other is fundamental.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.