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
Best & Worst 529 College Savings Plans of 2018: Morningstar
By Emily ZulzThe best plans have low fees, along with strong underlying investments and state oversight, according to Morningstar.
November 01, 2018
Is Inflation Indexing of Capital Gains Good? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the Trump proposal to index capital gains taxes for inflation.
November 01, 2018
Expect Fewer Recessions but Weaker Recoveries: J.P. MorganJ.P. Morgan released its 2019 Long-Term Capital Market Assumptions, which explore the changing nature of recessions and recoveries.
October 31, 2018
How Independent Advisors Invest Client Assets: Schwab StudyThey favor low-cost core holdings in ETFs and mutual funds, according to a new Schwab study.
October 30, 2018
5 Ways to Reap the Benefits of Technological Change: PGIMA new paper suggests that investors should rethink their approach in response to recent technological disruption.
October 30, 2018
Joe Duran: Asking for Referrals Is 'Demeaning and Cheap'Here's a better way to get new clients, according to the United Capital CEO.
October 29, 2018
Kleintop, Sonders, Valliere Offer Sobering Outlook for Stocks and EconomyAt Schwab Impact, the three strategists all explained reasons to be wary beyond the very near term.
October 29, 2018
Wealthfront Launches 'Freemium' Financial Planning Offering: Portfolio ProductsThe offering will include recommendations powered by Wealthfront's automated financial advice engine, Path.