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
Cathie Wood's ARKK: A Year From Its Peak and Still Struggling
By Emily GraffeoOne year and a 53% drop later, there could still be plenty of pain ahead for the ETF with her beloved disruptive-tech chasing strategy.
February 15, 2022
7 Undervalued Stocks With Growing Dividends: MorningstarDividend growth stocks tend to indicate financially healthy companies and offer some inflation protection, according to the research firm.
February 14, 2022
Potential Ukraine War a 'Polar Vortex' Risk to Stocks: Morgan Stanley's WilsonA spike in energy prices "would destroy demand ... and perhaps tip several economies into an outright recession," the strategist said Monday.
February 10, 2022
11 Undervalued Tech Stocks for 2022: MorningstarThe number of cheap stocks in the tech sector has nearly doubled in the past month, according to the research group.
February 09, 2022
Investors Are Overexposed to Risk Assets, Pros SayNatixis IM's findings reflect a shift in the market forces that drove stocks to record highs in 2021.
February 08, 2022
Wealthy Investors Worried About Inflation, Rate Hikes: UBSMore than two-thirds of them are holding more than 10% of their portfolios in cash, a survey finds.
February 08, 2022
Can a Reverse Mortgage Crash-Proof Your Client's Retirement?A new study shows they can greatly reduce income volatility, reverse mortgage specialist Phil Walker tells ThinkAdvisor.
February 07, 2022
4 Investment Myths Advisors BelieveSome advisors embrace popular investing misconceptions backed by vague assumptions. Don't be one of them.