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
Texas Stock Exchange Names Nasdaq, NYSE Veterans to Top Jobs
By Madlin MekelburgThe Texas Stock Exchange also hired veterans of the SEC and Schwab.
September 26, 2024
Merrill's Former Top Strategist Says Today's Market Is No 1999Now 82 and running a hedge fund, Charles Clough explains what's in the firm's portfolio and what risks keep him up at night.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.
September 18, 2024
10 Risky Stocks to Avoid: MorningstarWhile most of these stocks come from good companies, they're trading far above what they're worth, analysts find.
September 16, 2024
Top 10 Dividend Stocks to Buy Now: MorningstarThe research firm favors stocks with durable dividends, and investors should buy them when they are undervalued.