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
BlackRock Strategists: Move Toward High-Quality Bonds
By Dinah Wisenberg Brin"We prefer investment grade credit over equities ... with higher volatility taking shape," the BlackRock Investment Institute said.
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.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.