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 Stocks Performed After 11 Global Shocks
By Janet LevauxLPL examined how the S&P 500 fared one month to one year after events like Russia's 2014 annexation of Crimea.
February 23, 2022
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine TensionWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 23, 2022
Last ETF Holdout Caves as Capital Group Moves to Launch FundsThe firm is rolling out six actively managed exchange-traded funds that are set to debut on the New York Stock Exchange Thursday.
February 22, 2022
Advisors Leave Women, Youngest Investors in Lurch on Sustainable InvestingWhile 72% of clients surveyed are interested in ESG investments, 87% said their advisor hasn't suggested them.
February 22, 2022
Investors Still Confident, but Bearishness Is Building: Schwab SurveyClients' top concerns include inflation, market correction, political uncertainty, COVID's economic effects and rising interest rates.
February 22, 2022
Why Ukraine Crisis Could Mean Even Higher Oil, Gas and Food CostsHere's a look at the potential consequences for key raw materials like grains, fertilizers, natural gas, oil and palladium.
February 18, 2022
Lawyers Release SEC Marketing Rule Checklist as Advisor Questions LingerModel portfolio marketing materials are raising a lot of questions, according to Eversheds Sutherland.
February 18, 2022
Does Today's Stock Turmoil Look Familiar? We Asked 4 Investing ProsChristine Benz, Gary Shilling and others discussed which era the current market pullback reminds them of.