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
Most Traders Predict a Recession This Year: Schwab
By Michael S. FischerRecession fears surpassed domestic and geopolitical worries in Q3 amid inflation concerns, Schwab's Barry Metzger says.
August 08, 2022
Google Trends Is Now an Arbiter of Economic DownturnsTalk of recession not only tells you what's happening on the ground but also raises a recession's probability by scaring businesses and consumers.
August 04, 2022
Your Client Left Their Job. What Should They Do With Their 401(k)?The best strategy will vary by client and may involve a combination of tactics.
August 04, 2022
12 Concerns Guiding Investors, Business Owners NowInvestors' optimism on the economy and stock market has plunged, while business owners may see the light at the end of the tunnel.
August 03, 2022
Bourbon, Mobile Home Parks and a Down Market Make a Good Mix at Freestone CapitalFounder Gary Furukawa discusses the drinking "renaissance," the opportunities in low-income housing and why he relishes bear markets.
August 03, 2022
Inflation Is Women's Biggest Financial Worry: SurveyEven among the highest earners, only 44% said they knew how to address inflation risk in their portfolios.
August 03, 2022
10 Good, Cheap Stocks to Buy in a Recession: MorningstarThese recession-resilient companies tend to be financially healthy and highly profitable, according to Morningstar analysts.
August 03, 2022
How Planning Innovator Sheryl Garrett Is Designing Her Own RetirementThe Garrett Planning Network founder tells ThinkAdvisor how she's sowing the seeds — actual seeds — of retirement security.