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
What the LPL-Commonwealth Deal Means for Advisors
By Janet LevauxOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
April 23, 2025
New Bill Cuts Capital Gains Taxes for Some High EarnersThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 21, 2025
This Time Really Is Different, Rick Kahler Warns"The foundation of free trade, finance and a free economy is being eroded," the financial therapist says.
April 17, 2025
Top Portfolio Strategies for Bond ETFs: VettaFi's RosenbluthThe funds can play different roles in broad portfolios, explains the research analyst.
April 15, 2025
Make Tax Season the Starting Line for Year-Round PlanningOngoing conversations provide added value and an elevated experience for clients long after they file their returns.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 10, 2025
Brutal Reversal in Stocks Shows Perils of Trump Tariff SwingsThe S&P 500 is down more than 7% since Trump announced harsh tariffs on April 2.
April 10, 2025
Citi's Sieg Tells Wealthy Clients: Don’t Buy the Dip“Let’s try to be disciplined ... [when] the world’s moving very fast,” said the former head of Merrill.