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
Is It Time for a Retirement Portfolio Reset?
By John ManganaroWhen prices rebound, retirement-focused investors will have big decisions to make, Morningstar's Christine Benz says.
December 22, 2022
These Were the Best Trades in 2022What worked most this year was a long-inflation strategy, tied to the Fed's most aggressive policy tightening in four decades.
December 20, 2022
What the Bank of Japan's Surprise Move Means for InvestorsMarkets don't like uncertainty, and even a suggestion that Japan might let bond yields go higher is enough to rattle some investors.
December 19, 2022
Sam Stovall: 5 Pieces of Advice Your Clients Need NowThe bear market will likely be retested in the first quarter, the CFRA investment strategist tells ThinkAdvisor.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 14, 2022
7 Themes for Stock Investing in 2023: John BuckinghamThe value portfolio manager tells ThinkAdvisor some of his top stock picks for the year ahead.
December 14, 2022
Why ESG Investing Is 'a Mess' and What to Do About ItFrontier Asset Management CEO Rob Miller explains how to best align client values and investments, and the tax planning implications.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.