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
Helping Clients Better Manage Cash Can Expand Relationships
By Ashish ShahMoney market funds have grown more attractive as a way advisors can grab basis points for return-seeking clients.
April 11, 2022
There's a Bull Market in Macro DoomBearish arguments are compelling because they sound smart, which makes them seductive to novice investors.
April 07, 2022
Robinhood Rolls Out Crypto Wallet to 2M UsersThe tool lets users buy cryptocurrencies and NFTs outside of the firm's trading platform.
April 07, 2022
Jeremy Grantham: Oil Spikes This Severe Always Trigger RecessionsThe GMO co-founder says, "It seems nearly certain that the trend in resource prices will continue to rise," threatening economic growth.
April 06, 2022
How the Monte Carlo Simulation Helps Close BusinessA detailed conversation with your client or prospect will take several steps in order to persuade them to invest.
April 05, 2022
BlackRock Says Stock Picking 'Matters More' as Playbook ChangesThe S&P 500 Index has had average annual returns of 6% when the benchmark shed more than 5% between January and February.
April 04, 2022
Why Gold's History as Rates Rise Suggests More Room to RunDespite a long-standing misperception, rising interest rates can actually improve the outlook for gold prices.
April 04, 2022
Gary Shilling: U.S. Economy Is Doomed Without Consumer SpendingThe U.S. economic outlook is in the hands of households, and their purchasing power is falling.