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
Will Open MEPs Pave Way for Alts in 401(k)s?
By Nick ThorntonTwo things have to happen if open MEPs are to spark wider use of alternative investments in 401(k)s, says an ERISA attorney.
December 23, 2019
Slower U.S. Growth Expected in 2020But experts cited a ramped-up trade war or election victory by Warren or Sanders as potential black swans that could precipitate recession.
December 19, 2019
Robinhood Fined $1.25M by FINRA for Customer Order Routing MethodThis is the latest stumble for Robinhood, which started no-commission trading years before Schwab and others followed.
December 18, 2019
Taxes Are One Thing – Not The Only ThingYour clients should not let their after-tax returns suffer simply because they're afraid of paying taxes.
December 17, 2019
The Bulls Are Back: BofA SurveyThe outcome of next year's presidential election popped up as a top tail risk in the monthly fund manager survey.
December 17, 2019
Goldman Sachs Won't Finance Arctic Drilling or New Thermal Coal MinesThe firm is also pledging $750 billion over the next 10 years to invest in or finance "climate transition and inclusive growth."
December 16, 2019
Why Impeachment 'Means Nothing' to the Markets: Commonwealth's McMillanThe chief investment officer of Commonwealth Financial Network explains the current dynamics of the political economy.
December 16, 2019
Most Investors Without Advisors Are Clueless About Fixed Income: SurveyInvestors with advisors are far more likely to understand and invest in fixed income, BNY Mellon found.