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 Basic Finance Lessons Many Clients (and Some Advisors) Forgot This Year
By John ManganaroMichael Finke and David Blanchett dig into the lessons offered up by the "spectacular decline" in the value of cryptocurrencies.
November 30, 2022
These 15 Funds Have Created the Most Wealth for Investors: MorningstarThese funds have created significant value where it counts: by increasing dollar value for shareholders.
November 29, 2022
21 of the Best Crypto JokesSave these jokes; they could be worth a fortune if crypto assets stage a comeback.
November 29, 2022
Time to Rethink Retirement Investing: T. Rowe PriceBoth opportunity and potential peril lie ahead for retirement investors in 2023, according to a T. Rowe Price panel.
November 29, 2022
Quiz: Do You Know These Investment Tax Facts?Clients expect advisors to bring a greater level of tax expertise to the table.
November 28, 2022
How Many Stocks Do You Need for a Diversified Portfolio?A carefully selected 20-stock portfolio might have the volatility of a random 50-stock portfolio, but not of a 500-stock portfolio.
November 21, 2022
12 Top Tax Questions About Capital Gains, Losses and Worthless SecuritiesYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.
November 21, 2022
Bear Market to Last in 2023: Goldman SachsThe view echoes that of Morgan Stanley's Michael Wilson, who said today that U.S. stocks will end 2023 almost unchanged from their current level.