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
Pandemic-Era Surge of New Investors Is Over
By Michael S. FischerRisk appetite is down, and interest in crypto appears to be declining, FINRA research finds.
November 21, 2025
3 Types of Clients Open to Alt InvestmentsFor investors not using alts, nearly three-quarters say they would do so if they better understood their options.
November 06, 2025
Most ETF Investors Expect ETF-Only Portfolios Within 5 YearsMany plan to put more money into the products in response to anticipated market and economic trends, survey finds.
November 04, 2025
How Advisors Are Shifting 9 Asset Classes in PortfoliosFifty-one percent of Interactive Brokers survey respondents said they are bullish on U.S. markets in Q4.
October 23, 2025
2 in 3 Investors Say Stocks, Bonds and Mutual Funds Aren't Enough: SchwabForty-one percent of respondents said cryptocurrency was a good investment.
October 17, 2025
11 Best HSAs for Investing: MorningstarHSAs' tax benefits and widespread adoption of high-deductible health plans continue to drive growth, the researcher reports.
October 14, 2025
More Investors Feel Confident and Ready to Take Risks: ReportThe share of consumers who say they enjoy thinking about money has surged since 2011, Hearts & Wallets finds.