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
Fed Hikes Rates 75 Basis Points; Powell Says 75 or 50 Likely in July
By Craig TorresCritics have slammed the Federal Reserve for not anticipating the fastest price gains in four decades and for being too slow to respond to them.
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.
June 06, 2022
How to Hedge Your Clients' Portfolios Against InflationWith inflation on the rise, certain asset classes can be used to create an investment strategy to beat inflation.