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
Anti-ARK ETF Trades Above Cathie Wood's Flagship for First Time
By Vildana HajricTuttle Capital's Short Innovation ETF uses swap agreements with big financial firms to deliver the inverse of ARK Innovation's performance.
March 11, 2022
13 Top Female Portfolio Managers: MorningstarMorningstar highlighted women who have built impressive careers in investing.
March 10, 2022
10 Ways to Talk to Clients in Volatile MarketsYour client doesn't want platitudes. They want practical advice. What can you tell them?
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.
March 09, 2022
'Buy the Dip' Is No Longer a Sure Thing for InvestorsThe war has aggravated an unpleasant start to 2022 for stock investors; the top U.S. stock indexes are now down 10-18% this year.
March 08, 2022
Women Have Narrowed Financial Confidence Gap With Men Since 2020: StudyWomen are more positive about financial management now than they were two years ago, a survey found.
March 08, 2022
Watch These 5 Charts to See When Stocks Hit BottomThe market is trying to find a low point, but we're not there yet, says macro strategist Simon White.
March 08, 2022
Energy Stocks Likely to Lure More Buyers: BofA StrategistUp 40% this year, energy is "a big enough sector where if you're not in it and it's doing well, it will actually hurt performance," says Savita Subramanian.