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
Will Investors Go Along With a Weaker 'Fed Put'?
By Mohamed A. El-ErianWhy were investors taken by surprise by the Fed's recent hawkishness, and what are the implications for future price moves?
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 27, 2021
JPMorgan Says Investors Too Bearish, Doesn't See Stock SelloffInvestors have been treating mega caps as safe-havens, or "pseudo-bonds," the strategists wrote.
December 23, 2021
25 Best Stocks of 2021: MorningstarEnergy, tech and consumer cyclical stocks make up more than half of the top-performing stocks in Morningstar's coverage list this year.
December 23, 2021
Kotlikoff: Conventional Investment Advice Is 'Bait and Switch'The economist says selling products while giving advice is a huge conflict; he also views the Fed's concerns about inflation as "cheap talk."
December 21, 2021
In Volatile 2021, Most Investors Satisfied With Investment Decisions: StudyA third of survey respondents resolved to consult an advisor in 2022.
December 21, 2021
10 Financial Planning Curveballs Clients Might Throw in 2022As the world changes, so do clients' plans. Don't let these new concerns take you by surprise.