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
How Model Portfolios Can Free Up Advisors' Time
By Michael S. FischerWith less time spent on portfolio building, advisors can focus on financial planning and other client-facing activities.
October 10, 2022
Earnings Look Bad, But What Comes Next Could Be Even WorseWhen it comes to earnings estimates for Q4 and beyond, downward revisions are expected "across the board," say BofA strategists.
October 10, 2022
Gary Shilling: Bear Market Won't Leave Till Investors Heave"Far too many people cling to the idea that this is a short-term phenomenon," Shilling told ThinkAdvisor.
October 07, 2022
Stocks Crushed as Jobs Keep Fed on Hiking PathAlmost 95% of the companies in the S&P 500 fell, with a rout in big tech weighing heavily on the market.
October 07, 2022
33 Undervalued Stocks for Q4: Morningstar"Heading into the fourth quarter, stocks look downright cheap according to our metrics," Susan Dziubinski writes.
October 05, 2022
4 Ways Wealth Managers Are Preparing for Uncertain TimesOver the next two years, wealth managers anticipate facing a number of internal and external challenges.
October 04, 2022
Cash ETFs Draw Record $36B With Even Dalio Changing TuneInvestors "can actually get paid something nominally for being in short-term bonds," said VettaFi's Dave Nadig.
October 04, 2022
Yale's Endowment Gains 0.8% in First Year for CIO MendelsohnMatthew Mendelsohn took the reins after the death of predecessor David Swensen in May 2021.