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
10 Retirement Planning Steps for Clients to Take Before 2023
By John ManganaroThe market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.
November 14, 2022
Jamie Hopkins: Why Debt Is 'Powerful,' Annuities Are 'Underutilized' and the 4% Rule Is Just a 'Finding'The Carson exec also told ThinkAdvisor why he'd hire only "5% of the financial advisors out there."
November 14, 2022
10 Stocks That Could Lead the Next Bull Market: MorningstarInvestors looking to position themselves for an eventual stock rebound should look beyond Big Tech, Morningstar says.
November 13, 2022
S&P 500 Becomes More Exxon, Less AmazonThe reversal of fortunes means that investors who piled into the S&P 500 back when tech stocks were surging are now far less exposed to the sector -- and its potential rebound.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 08, 2022
Portfolio Outlook Is the Best Since 2010: JPMorgan's KellyStrategist David Kelly and colleagues also say investors should stick with 60/40 portfolios, which are poised to recover in about three years.
November 08, 2022
An Investing Guide to the Midterm ElectionsFor sectors like health, energy and tech, the makeup of the next Congress will be key to determining their path forward.