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
Stocks Jolted by Recession Fears in Rush for Haven
By Rita NazarethThe main U.S. stock indexes have lost over $6 trillion since March 29, and Mark Mobius says the S&P 500 is "probably going to go lower."
May 09, 2022
Father of 4% Rule Urges Caution, Cash as Market Risk RisesBut recent calls to cut withdrawals to around 3% or less are too conservative, Bill Bengen tells ThinkAdvisor.
May 09, 2022
Crypto Interest Surges Among Big InvestorsForty-one percent of alternative investment allocators said they expect their firms to increase allocations to digital assets.
May 09, 2022
U.S. Stocks Get Pummeled in Broad-Based SelloffThe S&P was down over 2%, and Cathie Wood's flagship ETF sank more than 8% Monday.
May 06, 2022
UBS Must Pay Clients $3.9M Over YES Options StrategyA FINRA arbitration panel ruled against the wirehouse in another dispute over its Yield Enhancement Strategy.
May 06, 2022
7 Things Advisors Need to Know About CryptoWhether you offer cryptocurrency investments or not, your clients likely have them, and they need guidance.
May 05, 2022
'Scared Like Everybody Else': Stocks Go From Shaky to UnhingedThursday was only the fourth day in 20 years when stocks and bonds each posted 2%-plus declines, going by the ETFs that track them.
May 05, 2022
10 Best Undervalued Stocks to Buy Now: MorningstarThese companies have competitive advantages, stable cash flows and solid management, according to analysts.