Portfolio

Investment news and market analysis on mutual funds, ETFs, stocks and alternative investments and tips on strategies needed to construct successful portfolios.

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ETFs
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Webcasts

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Starting an RIA with Confidence: What You Need to Know to Launch Smart

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Understanding Registered Index-Linked Annuities: Balancing Growth and Protection in Today’s Market

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How Leading Firms Are Deploying AI Without Compliance Risk

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Podcasts

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Safe Money Matters with Brad Pistole

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Succession Planning Success with Debbie Taylor

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Understanding the Retirement Revolution

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Economy & Markets

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12 Worst States for an Affordable Retirement: 2025
12 Worst States for an Affordable Retirement: 2025
Trump Names Miran to Fill Seat on Federal Reserve Board
Trump Names Miran to Fill Seat on Federal Reserve Board
Gundlach Makes 6 Calls on Where Markets, Economy Go From Here
Gundlach Makes 6 Calls on Where Markets, Economy Go From Here
Private Credit Defaults to Create 'Winners and Whiners,' David Golub Warns
Private Credit Defaults to Create 'Winners and Whiners,' David Golub Warns

Portfolio Construction

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Final Days to Nominate for the 2025 Luminaries Awards
Final Days to Nominate for the 2025 Luminaries Awards
10 Best Dividend Stocks in 2025: Morningstar
10 Best Dividend Stocks in 2025: Morningstar
SS&C Technologies Unifies Wealth Suite, Black Diamond Platform
SS&C Technologies Unifies Wealth Suite, Black Diamond Platform
11 Mistakes Clients Make When Things Are Going Well
11 Mistakes Clients Make When Things Are Going Well

Asset Managers

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Bob Doll to Investors: Wake Up!
Bob Doll to Investors: Wake Up!
BlackRock, State Street and Vanguard Must Face Antitrust Suit
BlackRock, State Street and Vanguard Must Face Antitrust Suit
Mariner, Other Firms Agree to $25.5M Class Action Settlement
Mariner, Other Firms Agree to $25.5M Class Action Settlement
Goldman Sachs Taps Republican Fixer to Succeed Chief Lobbyist
Goldman Sachs Taps Republican Fixer to Succeed Chief Lobbyist

Investment VIPs

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Gundlach Makes 6 Calls on Where Markets, Economy Go From Here
Gundlach Makes 6 Calls on Where Markets, Economy Go From Here
Jeremy Siegel: Stocks Not in Bubble Territory
Jeremy Siegel: Stocks Not in Bubble Territory
Bob Doll to Investors: Wake Up!
Bob Doll to Investors: Wake Up!
Crossmark, Bob Doll Launch 2 Active ETFs
Crossmark, Bob Doll Launch 2 Active ETFs

ETFs

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10 Best Dividend Stocks in 2025: Morningstar
10 Best Dividend Stocks in 2025: Morningstar
AllianceBernstein to Convert Bond, Muni Mutual Funds to New ETFs
AllianceBernstein to Convert Bond, Muni Mutual Funds to New ETFs
Vanguard Adds 2 Fixed Income Model Portfolios
Vanguard Adds 2 Fixed Income Model Portfolios
Don’t Be Fooled: TIPS Are a Powerful Retirement Planning Tool
Don’t Be Fooled: TIPS Are a Powerful Retirement Planning Tool

Mutual Funds

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Crossmark, Bob Doll Launch 2 Active ETFs
Crossmark, Bob Doll Launch 2 Active ETFs
T. Rowe Price Cuts Jobs Across the Firm After Years of Outflows
T. Rowe Price Cuts Jobs Across the Firm After Years of Outflows
Vanguard's CEO Looks to Innovate Without Selling Out
Vanguard's CEO Looks to Innovate Without Selling Out
Vanguard Launches 3 Bond ETFs
Vanguard Launches 3 Bond ETFs

Alternative Investments

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Trump's 401(k) Order: What Advisors Should Know
Trump's 401(k) Order: What Advisors Should Know
Expanding Access to Alts: Proceed With Care
Expanding Access to Alts: Proceed With Care
Private Credit Defaults to Create 'Winners and Whiners,' David Golub Warns
Private Credit Defaults to Create 'Winners and Whiners,' David Golub Warns
15 Wealthiest Suburbs in America: 2025
15 Wealthiest Suburbs in America: 2025