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
Younger Women Glued to Financial News: Survey
By Michael S. FischerMost Gen Z and millennial women in an investor survey said they consumed investing information for more than an hour a day.
February 25, 2022
Model Portfolios Aren't Winning Over New Advisors: SurveyTheir recent growth is mainly heavier use by existing customers, according to new data from Escalent.
February 25, 2022
4 Questions Investors Need to Consider NowThe former head of financial market research at AQR Capital breaks down the risks tied to Russia's war in Ukraine.
February 24, 2022
How Stocks Performed After 11 Global ShocksLPL examined how the S&P 500 fared one month to one year after events like Russia's 2014 annexation of Crimea.
February 24, 2022
3 Themes Buffett May Highlight in His Next Yearly LetterIn annual remarks to shareholders, he shares wisdom on managing Berkshire Hathaway and on life and investing.
February 24, 2022
How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors' AdviceSeveral advisors told us they've been getting questions about the crisis. Here's what they're telling clients.
February 23, 2022
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine TensionWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 23, 2022
Last ETF Holdout Caves as Capital Group Moves to Launch FundsThe firm is rolling out six actively managed exchange-traded funds that are set to debut on the New York Stock Exchange Thursday.