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
New Derivatives Bill Seeks to Rein in Wealthy Tax Dodgers
By Melanie WaddellThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.
April 17, 2026
7 Good Growth ETFs for Long-Term Investors: MorningstarAs skepticism grows around AI-related stocks, some are now undervalued and oversold, an analyst writes.
April 16, 2026
Private Markets Belong in 401(k)sThe defined contribution retirement system should reflect how modern capital markets actually function.
April 16, 2026
Vanguard Launches Two International Stock Index ETFsOne low-cost exchange-traded fund offers a value exposure, the other a growth index.
April 15, 2026
Jeremy Grantham: AI Mega-Bubble Meets a Dangerous Global BackdropThere's "no room for excitement" in market forecasting, GMO's co-founder tells ThinkAdvisor. But he sees trouble ahead.
April 10, 2026
Schwab: Two Ways to Size Crypto Exposure, With Risk in FocusEven a small allocation to digital currency can carry big risks, the asset manager warns.
April 08, 2026
10 Best-Performing Dividend Stocks in Q1: MorningstarFrims with healthy balance sheets and strong yields can provide steady incomes and downturn cushioning, research finds.
April 08, 2026
Rep Violated Reg BI With Structured Note Sales to Retirees: FINRANeither client of Frederick Hohensee had prior experience with the complex investment products, an order states.