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
Quiz: Do You Know These Investment Tax Facts?
By John ManganaroClients expect advisors to bring a greater level of tax expertise to the table.
November 28, 2022
How Many Stocks Do You Need for a Diversified Portfolio?A carefully selected 20-stock portfolio might have the volatility of a random 50-stock portfolio, but not of a 500-stock portfolio.
November 21, 2022
12 Top Tax Questions About Capital Gains, Losses and Worthless SecuritiesYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.
November 21, 2022
Bear Market to Last in 2023: Goldman SachsThe view echoes that of Morgan Stanley's Michael Wilson, who said today that U.S. stocks will end 2023 almost unchanged from their current level.
November 21, 2022
4 Bond Moves to Consider Making NowDespite an inverting yield curve, steps like looking at higher yields and extending bond portfolio duration may be worthwhile for advisors and their clients.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
5 Views on What's Next for InflationThough higher rates of inflation will likely persist well into next year, experts believe the peak is near.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.