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
SEC Cracks Down on ETF Names That Could Be Misleading Investors
By Vildana Hajric and Reade PickertAn SEC rule requires that at least 80% of a fund's assets are the type of investments suggested by its moniker.
May 20, 2019
David Bach Has Some Advice for AdvisorsThe bestselling author talks to ThinkAdvisor about "The Latte Factor" and his RIA-focused business.
May 20, 2019
The 4 Types of Active ManagersThe most desirable type is a rare beast, and the most common one destroys returns.
May 20, 2019
JMP Launches an Opportunity Zone Platform: Portfolio ProductsAlso, RIA in a Box introduces a cybersecurity platform for advisors.
May 16, 2019
Yale Investing Chief Swensen Tops University Pay at $4.7MThe Ivy League school has posted a return of 11.6% in the five years through June 2018.
May 15, 2019
Apple's Tariff Tradeoff: Raise Phone Prices or Suffer Margin HitTariffs leave the company with a difficult choice: Raise prices on already-pricey products and risk missing out on sales, or absorb the extra cost and let profits suffer.
May 15, 2019
Gundlach Warns of 'Cocktail of Economic Risk'The U.S. economy will be quite vulnerable when the next recession hits, Gundlach says.
May 15, 2019
US Stock Outlook Hinges on Battle Between Humans and MachinesThe winner may determine the near-term direction for a U.S. stock market that's wavering under the strain of an escalating trade war.