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
Andy Friedman: Tax Bill Is a Must-Do This Year
By Melanie WaddellBiden's "tax increases are going to accompany stimulus that is much greater than the tax increases themselves," says Friedman.
April 08, 2021
Top 3 Qualities Clients Want in Their Advisor: CerulliCerulli and Phoenix Marketing surveyed 11,000 households to learn about their expectations.
April 08, 2021
10 Types of Investors Who Seek AdviceHere's a question you should ask every prospect to determine which type of investor they are and how you can help them.
April 07, 2021
As the Economy Starts to Normalize, the Market Looks to CyclicalsThe consumer savings rate is nearly 20%. That's a lot of pent-up demand.
March 23, 2021
Why Investors Seeking Growth Must Look Beyond Public EquitiesPrivate markets are opening to individuals and can offer them greater returns.
March 15, 2021
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. MorganAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 15, 2021
Human Capital: SEC's Lee Zeroes in on SPACsWelcome back to Human Capital. I'm Melanie Waddell, ThinkAdvisor's Washington Bureau Chief. This week's hot topic was SPACs — special purpose acquisition…
March 12, 2021
How Low-Volatility Stocks Can Enhance a 60/40 Retirement PortfolioA "quality low-volatility" strategy may be especially useful for clients who want to boost returns without increasing their equity allocation.