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
BlackRock's Fink: 'Inflation Is Real,' Not Transitory
By Bernice NapachFink says he will focus on how inflation is affecting every corporate earnings report for the third quarter.
October 20, 2021
Pros, Cons of Wall Street's 6 Great Inflation TradesBofA fund manager survey shows investors are overweighting assets that benefit from rising prices or higher yields.
October 19, 2021
Schwab to Launch Direct Indexing Platform in Early 2022Schwab is currently piloting the program, which initially is focused on investments in three equity indexes.
October 14, 2021
How Millennials, Gen Xers View Wealth DifferentlyAside from their views on wealth, the two generations have different expectations of advisors, Spectrem found.
October 12, 2021
BofA Warns of 'End to 60/40' PortfoliosThe recent synchronized selloff of equities and Treasuries could be just the start of what's to come for the popular stock-bond portfolio strategy, strategists warn.
October 12, 2021
Only Half of Institutional Investors Expect to Meet Target Returns by 2025: FidelityRespondents widely said they had been forced to take on more risk to achieve the same level of return.
October 08, 2021
10 Ways to Reduce Capital Gains TaxesTax experts at Orion and Renaissance Macro Research discuss how to prepare for changes proposed by Biden and Democrats.
October 04, 2021
A Top UBS Advisor Calls Pandemic 'Best Thing That Ever Happened' to Advice BusinessAdvisor Jonathan Israel talks to ThinkAdvisor about what's changed, what hasn't, and how he prepares clients for bear markets.