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
Advisors Call Out Needless Complexity in New Clients' Portfolios
By Dinah Wisenberg BrinAdvisors like Rick Ferri say new clients come to them with too many securities and needlessly risky investments.
February 09, 2023
12 of the Best Stock Index Funds, ETFs to Invest in Now: MorningstarThese gold-rated funds track a variety of indexes.
February 08, 2023
'Accredited Investor' Definition Sparks House DebateAt issue: the SEC's plan to update in April the financial thresholds defining who qualifies.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 03, 2023
How GIPS Can Help Advisors Boost Client ConfidenceBecoming GIPS-compliant can be a lengthy and costly process, but it's worth the investment.
February 03, 2023
When Markets Are This Hot, Should You Jump In?The S&P 500 is up almost 9% this year, Nasdaq has gained over 16%, and Bitcoin's jumped more than 44%.
February 03, 2023
Investors Risk Sleepwalking Into Selloff: BofAStrategist Michael Hartnett suggests investors start selling the S&P 500 when it tops 4,200.
February 01, 2023
17 Best International Stocks and ETFs for 2023: MorningstarHere are 10 international stocks and seven ETFs worth a look, according to the research firm.