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
The MYGA as a Bond Alternative
By Allison BellRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 30, 2024
S&P 500’s 2024 Rally Shocked ForecastersPessimistic equity strategists have continued to be caught off guard by the market’s twists and turns.
December 27, 2024
What Will You Do Differently in 2025?If you make several resolutions and keep a couple each year, you should make steady improvements.
December 26, 2024
Who Will Vote on Fed Policy Next Year?The four new voters are based at regional banks in Boston, St. Louis, Kansas City and Chicago.
December 23, 2024
2 Big Takes on the Market in 2025The sentiment of Schwab and Fidelity analysts is mainly bullish — with caveats.
December 23, 2024
SEC Fines RIA Over Marketing Rule ViolationsAtlas Financial Advisors falsely claimed its Portfolio Shield strategies' hypothetical performance was validated by Morningstar, the regulator says.
December 23, 2024
Frontier Asset Launches 6 Active ETFsThe new exchange-traded funds operate on SEI's turnkey Advisors’ Inner Circle Fund series trust.
December 20, 2024
BofA Strategist Sees Shaky Market Sentiment as Fed PivotsMichael Harnett said earlier that investors should start putting more money into stocks outside the U.S.