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
10 Financial Planning Curveballs Clients Might Throw in 2022
By Bryce SandersAs the world changes, so do clients' plans. Don't let these new concerns take you by surprise.
December 17, 2021
RBC Capital to Pay $1M for Failing to Police High-Yield Bond InvestmentsThe firm failed to review more than 100 accounts for potentially unsuitable concentrations of high-yield bonds, FINRA says.
December 15, 2021
5 Reasons to Consider Series I Savings Bonds Now: Jeff LevineHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 14, 2021
Ed Yardeni: Why 70-Plus 'Panic Attacks' Haven't Killed the Bull MarketThe popular economist explains why he's bullish on both the economy and stock market, and why he sees no recession ahead.
December 14, 2021
What Are Investors' Biggest Worries Today?Bank of America research breaks down their main concerns and how these fears are impacting asset allocation in late 2021.
December 13, 2021
Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be SmallCurrent index levels, they said, indicate low single-digit returns over 12 months with a maximum drop between 5 and 10%.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Bob Doll: Watch Equities, Get Clients Ready for Lower ReturnsThe portfolio expert explains what economic and market figures he's watching closely and what his special holiday plans are.