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
5 Things to Look for in Stocks in 2024
By Jessica Menton, Elena Popina & Ishika MookerjeeAfter a wild in 2023, investors are full of optimism for the S&P 500 Index in the year ahead.
December 21, 2023
'Wolf of Wall Street' Jordan Belfort's New Investment Pitch Is ... Indexing?The ex-broker doesn't mince words on the SEC or the "Fee Machine Complex" but praises financial planners.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
The 17 Richest Colleges in the U.S.The biggest endowments took a dip, according to NACUBO-TIAA data.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
10 Dividend Stocks to Buy Now: MorningstarIn this analysis, yield is less important than reliable and durable dividends in companies with competitive advantages.
December 18, 2023
5 Trends That Are Powering Advisor GrowthEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.
December 18, 2023
Portfolio Experts to Highlight 2024 OutlookCarson's Ryan Detrick, Frontier's Robert Miller and Hightower's Zachary Christopher zoom in on the markets this Wednesday.