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
Why RIAs Can't Ignore Direct Indexing in 2023
By John ManganaroThe use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 09, 2022
These 15 Funds Have Destroyed the Most Investor Wealth: MorningstarThese funds occasionally rise to the top by betting against the market, but the long-term results aren't pretty.
December 09, 2022
Top Money Managers See Double-Digit Stock Gains in 2023Bloomberg's survey finds 71% of fund managers expect equities to rise with an average anticipated gain of 10% next year.
December 08, 2022
Fidelity Funds Seek to Make Bigger Bets on Individual StocksIf shareholders approve the proposal, its growth funds could buy more shares in some tech firms and take advantage of recent market declines.
December 08, 2022
3 Sins Advisors Commit When Discussing Cash With ClientsClients likely have lots of cash being held at rival firms. This situation may be hurting both them and your advisory practice.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
Gary Shilling Backs 'Risk Off' Moves After 60/40 Portfolios' FailureThis year's failure of the popular 60%-40% investment strategy "has been especially painful for retirees," Shilling said.