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
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine Tension
By Jeff BermanWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 22, 2022
Investors Still Confident, but Bearishness Is Building: Schwab SurveyClients' top concerns include inflation, market correction, political uncertainty, COVID's economic effects and rising interest rates.
February 22, 2022
Why Ukraine Crisis Could Mean Even Higher Oil, Gas and Food CostsHere's a look at the potential consequences for key raw materials like grains, fertilizers, natural gas, oil and palladium.
February 18, 2022
Lawyers Release SEC Marketing Rule Checklist as Advisor Questions LingerModel portfolio marketing materials are raising a lot of questions, according to Eversheds Sutherland.
February 18, 2022
Does Today's Stock Turmoil Look Familiar? We Asked 4 Investing ProsChristine Benz, Gary Shilling and others discussed which era the current market pullback reminds them of.
February 18, 2022
Race Is On to Launch Leveraged ETFs for Single Stocks Like TeslaDirexion plans 24 new funds that offer inverse, double the inverse or double the gain on single companies such as Meta Platforms and Tesla.
February 16, 2022
Advisors' Crypto Adoption Will Rise 'Profoundly and Quickly': Adam DellDell, whose new Domain Money platform offers crypto strategies, lays out the signs crypto is headed to the advisory mainstream.
February 16, 2022
10 Tips for Coaching Your Clients in the Stock MarketIs watching the market a spectator sport? Here's how to help investors get in the game.