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
7 Inflation-Fighting Strategies for Clients in or Near Retirement
By Roger WohlnerCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
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.
May 31, 2022
In the Long Run, Moving to Cash When Markets Get Volatile Rarely Works OutIf you've already moved to cash, look for entry points to get back in the market.
May 24, 2022
5 Low-Risk Ways to Invest Cash: Morningstar's BenzYield, guarantees and liquidity are the most important considerations for short-term investments, Christine Benz writes.
May 24, 2022
Cryptocurrency Is Portfolio KryptoniteCryptocurrency meets none of the three criteria needed to add it to a portfolio, new PGIM research finds.
May 23, 2022
How Much Money Does It Take to Be Wealthy?Schwab, who asks this question every year, found the dollar amount cited by survey respondents rose from a year ago.