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
These 10 Blue-Chip Stocks Are On Sale Now: Morningstar
By Michael S. FischerInvestors often center them in their portfolios, Morningstar notes, because the companies are leaders in their industries.
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
May 06, 2026
Oppenheimer in Hot Water for Miscategorizing CMOs: FINRAThe firm was fined $250,000 for identifying securities from private entities as government agency bonds.
May 01, 2026
Leaders Seek to Address 'Big Question Mark' Around Private MarketsAdvisors and investors need more education and also more consistent, transparent reporting, private credit executives say.
April 28, 2026
Vanguard Launches 4 Target-Maturity Bond ETF PortfoliosThe models use 10 of the asset manager's corporate bond exchange-traded funds.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.
April 24, 2026
New Derivatives Bill Seeks to Rein in Wealthy Tax DodgersThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.