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
Are Passive Funds Getting Dangerous?
By Michael FinkeAs ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
December 05, 2025
Pandemic-Era Surge of New Investors Is OverRisk appetite is down, and interest in crypto appears to be declining, FINRA research finds.
November 25, 2025
10 Questions You Might Get at Holiday Parties This YearThe right answers leave potential clients impressed. The wrong ones can make you sound like a jerk.
November 24, 2025
Schwab Mulls Platform Fee for ETF IssuersThe firm says it is "thoughtfully evaluating ETF issuer fees." Sources expect the fee structure to align with Fidelity's.
November 21, 2025
3 Types of Clients Open to Alt InvestmentsFor investors not using alts, nearly three-quarters say they would do so if they better understood their options.
November 06, 2025
Most ETF Investors Expect ETF-Only Portfolios Within 5 YearsMany plan to put more money into the products in response to anticipated market and economic trends, survey finds.
November 04, 2025
How Advisors Are Shifting 9 Asset Classes in PortfoliosFifty-one percent of Interactive Brokers survey respondents said they are bullish on U.S. markets in Q4.
October 23, 2025
2 in 3 Investors Say Stocks, Bonds and Mutual Funds Aren't Enough: SchwabForty-one percent of respondents said cryptocurrency was a good investment.