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
Ark's Cathie Wood Sees Deflation Risk, Defends Innovation Stocks
By Dinah Wisenberg BrinHer flagship Ark Innovation ETF (ARKK) is down more than 65% from a year ago.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
June 14, 2022
Death of the 60/40 Portfolio 'Exaggerated': LPL StrategistsRecent losses "have improved valuations for the 60/40 portfolio considerably," LPL Financial strategist Barry Gilbert and Jeffrey Buchbinder said.
June 13, 2022
Schwab to Pay SEC $186M Over 'No Hidden Fee' Claims for Cash-Heavy RoboIntelligent Portfolios' cash allocations, up to 29%, made money for Schwab while reducing returns, the SEC said.
June 09, 2022
From IPOs to Sudden Inheritances: Helping Clients Navigate the Hurdles of Cash WindfallsSudden wealth can pose unexpected challenges for clients.
June 07, 2022
11 New Findings on How 5 Million Americans Are Saving for Retirement: VanguardVanguard analyzed 5 million accounts to tease out how retirement investors' behavior has changed.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.