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
These 10 States Are Best for a Financially Comfortable Retirement
By Marlene SatterDepending on the income you've got to see you through retirement, location can make a vast difference.
February 15, 2019
The Long and the Short of It: New Direxion ETFs Help Investors Amplify Their BetsDirexion's new "relative weight" ETFs combine long and short positions.
February 15, 2019
Deere's CEO Calls Out Tariffs, Trade as Profit DisappointsFarmer malaise due to trade wars has them running away from Deere.
February 14, 2019
4 Keys to Portfolio Success in a Low-Return WorldA portfolio strategist at BlackRock outlined how lower returns over the next 10 years will require a disciplined process.
February 14, 2019
ESG Funds Outperform in Growth and Returns in 2018: MorningstarThe number of ESG funds grew by 50%, while money gushed in.
February 13, 2019
ING Trusts: The Hot Trend in HNW Estate PlanningING trusts can generate significant savings both in income taxes and in overall transfer taxes.
February 13, 2019
Why a Cannabis-Focused Investment Manager Likes These 10 CompaniesTodd Harrison of CB1 Capital said he viewed cannabis as "disruptive health care" and outlined 10 of the firm's current positions.
February 13, 2019
How ESG Rankings Can Help Advisors Reduce Investment RisksA potentially important benefit, considering expectations for muted returns in portfolios for this year.