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
Schwab to Pay SEC $186M Over 'No Hidden Fee' Claims for Cash-Heavy Robo
By Melanie WaddellIntelligent Portfolios' cash allocations, up to 29%, made money for Schwab while reducing returns, the SEC said.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
June 06, 2022
How to Hedge Your Clients' Portfolios Against InflationWith inflation on the rise, certain asset classes can be used to create an investment strategy to beat inflation.
June 03, 2022
15 Worst Places for Millennials to Live: 2022WalletHub ranked the states on 34 metrics of affordability, education and health, quality of life, economics and civic engagement.
June 03, 2022
ESG Interest Among Advisors Might Have Peaked, New Survey FindsWaning client interest may be fueling a potential shift away from such investments, according to an FPA study.
June 02, 2022
Bob Doll: Recession Unlikely by Year End"The labor market is hot," Doll says. "We've never commenced a recession with the labor market this strong."
June 01, 2022
Annuity Skeptics Show When Immediate Annuities Could ShineSPIAs may beat bare investment portfolios for long-lived retirees and in bad market downturns, the analysts say.