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
Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.
By John O’ConnellAs tech stocks present growing concentration risk, students of history should recognize that market leadership can shift rapidly.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
December 05, 2024
Morningstar's Rekenthaler Retires; Praises 'Miracle' of StocksThe longtime researcher notes that the market has prospered over time despite worries.
December 05, 2024
TD Suspends Growth Guidance in Wake of Historic SettlementAsked if the bank would consider U.S. divestitures, its CEO said “everything is on the table.”
December 04, 2024
Why Warren Buffett Is Stockpiling Cash“He’s setting himself up to make his last great bargain buy,” Buffett biographer David Clark tells ThinkAdvisor.
December 04, 2024
Two Private Credit ETFs Launch in a Single Day in New Gold RushThe actively managed funds will invest at least 80% of their assets in collateralized loan obligations.
December 02, 2024
Jeremy Siegel Sees 'Much Quieter' Year for Stocks in 2025The economist expects 0% to 10% S&P returns as mega-cap tech stocks lag the market.
November 27, 2024
Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep OptionNext year, custody, non-retirement brokerage accounts will convert and default to Fidelity's FCASH sweep holding option.