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
DoubleLine's Jeffrey Sherman: Where to Invest as Fed Hikes Are Imminent
By Jane Wollman RusoffThe DoubleLine executive talks to ThinkAdvisor about inflation, the Russia-Ukraine war and a potential recessionary problem in 2023.
March 14, 2022
Half of Institutional Investors See High Inflation in 3 Years: PollMost respondents are changing portfolio allocation and risk in response, Clearwater Analytics found.
March 11, 2022
Americans Focused on Low-Risk Investments, Long-Term Gains: FidelitySixty-three percent of active investors have changed their habits in the past two years, a new survey has found.
March 11, 2022
13 Top Female Portfolio Managers: MorningstarMorningstar highlighted women who have built impressive careers in investing.
March 10, 2022
10 Ways to Talk to Clients in Volatile MarketsYour client doesn't want platitudes. They want practical advice. What can you tell them?
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.
March 09, 2022
'Buy the Dip' Is No Longer a Sure Thing for InvestorsThe war has aggravated an unpleasant start to 2022 for stock investors; the top U.S. stock indexes are now down 10-18% this year.
March 08, 2022
Women Have Narrowed Financial Confidence Gap With Men Since 2020: StudyWomen are more positive about financial management now than they were two years ago, a survey found.