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
Here's the New 'Safe' Withdrawal Rate: Morningstar
By John ManganaroWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 08, 2022
Fidelity Funds Seek to Make Bigger Bets on Individual StocksIf shareholders approve the proposal, its growth funds could buy more shares in some tech firms and take advantage of recent market declines.
December 08, 2022
3 Sins Advisors Commit When Discussing Cash With ClientsClients likely have lots of cash being held at rival firms. This situation may be hurting both them and your advisory practice.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
Gary Shilling Backs 'Risk Off' Moves After 60/40 Portfolios' FailureThis year's failure of the popular 60%-40% investment strategy "has been especially painful for retirees," Shilling said.
December 01, 2022
5 Basic Finance Lessons Many Clients (and Some Advisors) Forgot This YearMichael Finke and David Blanchett dig into the lessons offered up by the "spectacular decline" in the value of cryptocurrencies.
December 01, 2022
8 Stocks That Are Cheap Now: MorningstarWhile most stocks are above bear-market lows, a few have hit attractive levels recently, according to analysts.
November 30, 2022
What Stock Investors Should Look for Right Now: Morgan Stanley Private Wealth ExecFocus on strong-performing sectors with earnings resilience like health care, Sherry Paul says.