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
Technology Leads Biggest Stock Rally Since March
By Vildana HajricThe S&P 500 erased all the losses suffered after Jerome Powell's hawkish tilt a week ago.
December 06, 2021
Morgan Stanley Sees Fed as Greater Threat to Stocks Than OmicronAnalysts at the wirehouse see the S&P 500 trending lower into next year, and valuations declining.
December 03, 2021
Crypto ETFs and Other Ways to Invest in Digital AssetsA Bitcoin ETF isn't coming anytime soon. Here are the pros and cons of other ways to invest in cryptocurrency without buying coins directly.
December 02, 2021
Why MMT Haters Have It Wrong: Economist Michael NormanThe modern monetary theory proponent tells ThinkAdvisor why he thinks advisors should pay attention to this controversial philosophy.
December 02, 2021
Pershing to Buy Direct Indexing Firm Optimal Asset ManagementThe acquisition will form part of the new Pershing X unit and is the latest in a string of deals for direct indexers.
December 02, 2021
JPMorgan Strategists Say Buy the Dip as Omicron May Speed Up Pandemic's EndWhile omicron is more transmissible, early reports suggest it may also be less deadly and thus could be positive for equities, they explain.
November 30, 2021
10 Times When Advisors Must Unleash Their Inner GrinchWhen you hear clients utter these phrases, it's your duty as an advisor to spoil their fun.
November 29, 2021
Bonds Show Hedging Magic in Latest Test to Rebuff 60/40 HatersThere are big reasons why bonds — and balanced-portfolio strategies that rely on them — aren't broken in the age of inflation.