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
'Scared Like Everybody Else': Stocks Go From Shaky to Unhinged
By Lu Wang and Elaine ChenThursday was only the fourth day in 20 years when stocks and bonds each posted 2%-plus declines, going by the ETFs that track them.
May 03, 2022
Envestnet, ThinkAdvisor Zoom In on Top Active ManagersThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
May 03, 2022
Inflation Eats Up Gains in Post-COVID Bull MarketAdjusted for inflation, the S&P 500 is down roughly 40% in value at an annualized rate, the worst since 1974, according to BofA data.
May 02, 2022
The Ideal Portfolio to Survive a Bear MarketHere are seven things investors should consider as the bear market deepens.
April 28, 2022
Why RIA Advisors Are Better Fund Pickers Than BD Reps: StudyDual registrants act more like BD advisors when selecting funds, mainly basing decisions on past performance, David Blanchett says.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.
April 25, 2022
Stocks Could Fall Another 10% as Rates Rise: Dennis GartmanIn January, he said stocks could drop as much as 15% in 2022; so far this year, the S&P 500 is down 11%.
April 25, 2022
13 Ways to Invest Like Warren Buffett in a Volatile MarketBill Smead of Smead Capital Management gathers Buffett's wisdom from sources ranging from Aesop's fables to earnings reports.