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
Secure Act Quirk Opens a Tax Savings Window in IRAs
By Janet LevauxPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 06, 2020
Horizons Nasdaq-100 Index ETF Strategy Adjusted: Portfolio ProductsAlso, Advicent launches NaviPlan 19.3 financial planning software.
January 03, 2020
What Killing of Top Iranian General Means for Markets, Oil"There's a reason, finally, for caution in the stock market," Greg Valliere says.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
January 03, 2020
SEI Touts Risk Parity Portfolio ManagementThe strategy helps investors diversify and get closer to an "optimal" portfolio, the firm says.
January 02, 2020
How to Reform Wall Street Before It's Too Late: Ex-Citi Culture CzarMultiple bubbles are forming and the status quo in the system will not hold, Christopher Varelas warns.
December 31, 2019
Why It's So Hard to Forecast the Economy: ShillingIn this different economic climate, it's hard to time the end of the current recovery for a wide variety of reasons.
December 31, 2019
Here's What $10K in These Assets Would Have Returned in 2019Though U.S. stocks and global equity benchmarks attracted much attention, there were other notable moves worldwide.