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
When and When Not to Revamp Portfolios: Morningstar's Benz
By Dinah Wisenberg Brin"Advisors will be the best judges of what might provide a specific client with peace of mind," Morningstar's Christine Benz said.
September 07, 2022
Bestselling Financial Advice Books vs. Professors: Answers to 4 Money QuestionsA researcher compared the opinions of experts including John Bogle, Tony Robbins, Burton Malkiel and Robert Kiyosaki to those of academics.
September 02, 2022
Bonds Tumble Into Their First Bear Market in a GenerationSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
September 02, 2022
Wall Street Is in Denial Over the EconomyHere's why my earlier forecast of a 40% total drop in the S&P 500 from the early January peak is still relevant.
September 01, 2022
Cathie Wood's ARKK Sees Biggest Monthly Outflow in Nearly a YearThe $8 billion Ark Innovation ETF saw $803 million rush out in August. It's down 60% this year vs. the S&P 500's 18% drop.
August 31, 2022
Income for Life: Strategies to Avoid Running Out of Money in RetirementFrom emergency savings to annuities to tontines, there are plenty of tools for creating an income stream that lasts.
August 31, 2022
The Market Is Underestimating Fed Risk Even After Rout: BofAThe rude awakening that Jerome Powell's speech has been to U.S. shares means investors need to catch up in pricing policy risk.
August 29, 2022
Staying Diversified in a Jittery MarketA pullback in September would not be surprising. Here's where I'm investing now.