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
How to Avoid the No. 1 Value Killer in Retirement Portfolios
By Jane Wollman RusoffPoor tax management can cost clients big time, Barrett Ayers of Adhesion Wealth says. Here's what he recommends.
May 21, 2024
Is a Market Melt-Up Coming? Here Are the Risks to Watch: Ed YardeniLooking to the near future, the economist sees two bullish scenarios and one bearish one, he tells ThinkAdvisor.
May 21, 2024
Wade Pfau Makes Case for RILAs as Income ProtectorsHis modeling shows how partial protection against market downturns could boost portfolio performance.
May 20, 2024
Aflac Deal Highlights Rise of Private CreditShould your clients follow life and annuity issuers into the pools?
May 20, 2024
One of the Last Big Bears on Wall Street Turns Bullish on StocksMorgan Stanley's Michael Wilson now sees the S&P 500 rising 2% by June 2025, a big shift from his earlier bearish view.
May 16, 2024
Buffett's Berkshire Reveals $6.7B Stake in Insurer ChubbThe conglomerate has been building the stake since 2023, and the SEC allowed Berkshire keep it confidential.
May 14, 2024
More Advisors Plan to Recommend Crypto: SurveyThe advent of spot bitcoin ETFs and a surge in price are piquing advisor interest, Ric Edelman says.
May 13, 2024
10 Misconceptions About the Stock MarketAdvisors need to help clients see the full picture, especially when things are not going their way.