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
4 Ways Advisors, Clients Are Responding to Bear Market
By Michael S. FischerSmartAsset checked to see if clients are heeding their financial advisors' counsel during the current market downturn.
August 16, 2022
Investors Still Bearish, But Hopes Edge Upward: BofAStagflation and recession remain serious concerns, but 88% expect lower inflation in the next year, the survey finds.
August 16, 2022
What Buffett's Berkshire Bought, Sold in Q2Buffett's firm made $3.8 billion in net stock purchases during the second quarter, down from $41 billion in the prior period.
August 15, 2022
10 Most Undervalued REITs: MorningstarThanks to their steep share-price declines, many of these high-yielding stocks are now trading at big discounts, analysts say.
August 12, 2022
Stocks Roar to Cap Longest Weekly Rally This YearThe S&P 500 notched its fourth straight week of gains -- the longest winning run since November.
August 12, 2022
Don't Buy the Stock Rally? The Smart Money DoesModeration in the Fed's messaging and actions around rising rates "would be positive" for stocks, said JPMorgan's David Kelly.
August 12, 2022
3 Ways to Help Portfolios Get Ready for a Recession: BenzWith a looming slowdown, advisors could consider trimming some investment positions and expanding others, Morningstar's Chrstine Benz says.
August 10, 2022
Mocked by Everyone, Stock Rally Sits at Cusp of LandmarkIt's getting harder to brush aside the recovery in the S&P 500 as it hovers near a widely watched measure, market strategists say.