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 Bogleheads Are Keeping Calm, Carrying On Amid Market Turmoil
By Dinah Wisenberg Brin"Everything is down this year but the Bogleheads seem quite at peace," Morningstar's Christine Benz said.
October 17, 2022
60/40 Portfolio Slump: Omen or Opportunity?Investing pros weigh in on what the balanced strategy's worst year in decades tells us about the future.
October 17, 2022
Interest Rates Will Hit 9% If Inflation Persists: Mark MobiusThe former Franklin Templeton executive also warns that commodity prices could be hurt by cooling demand.
October 13, 2022
How Retirees Can Withstand a Tough Market Winter as Inflation Stays HighRough economic times appear to be ahead, but there are opportunities to be found, analysts say.
October 13, 2022
Barry Ritholtz Warns: Don't Mix Investing and Identity PoliticsThe new God Bless America ETF (YALL) plays on investors' emotions, Ritholtz writes.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.
October 12, 2022
How Model Portfolios Can Free Up Advisors' TimeWith less time spent on portfolio building, advisors can focus on financial planning and other client-facing activities.
October 12, 2022
El-Erian: Economy Is Starting to 'Go Through the Windshield'The rapid pace of interest-rate hikes "is not stepping on the brakes, this is slamming the brakes," said the Allianz SE chief economist.