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
'Unloved' Bull Market Has 18-24 Months Left, but Trade War Is Top Risk: JPMorgan
By Janet LevauxTwo portfolio managers stress the strong conditions present in today's equity markets and point to potential risks.
September 27, 2018
Investors Are Supposed to Be Rewarded for Risk, Right?As the Fed raises rates, stock pickers ignore that the premium they should be paid for their loyalty to equities is shrinking.
September 27, 2018
Are Energy Companies Investment Fossils?The old "reserve" method of measuring company worth no longer viable, non-profit report says.
September 27, 2018
Merrill Moves to Put Commissions Back Into Retirement Accounts; Wells Fargo Hits More Bumps; and Other Industry NewsMorgan Stanley grabs an executive from Betterment, Advisor Group pledges to interview female candidates for top posts, and HD Vest gives its reps access to Envestnet tools.
September 27, 2018
Best Investment Writing According to FaberWe asked money manager Meb Faber to comment on cryptocurrences, investing and other topics highlighted in his latest book. His answers are revealing.
September 26, 2018
3 in 4 DC Plan Participants Miss Their Savings Goals: JPAMMore than half of workers under 30 expect their employer to help them pick the right investments versus 18% of workers over 55.
September 26, 2018
Misbehavioral Finance: How Emotions Ruin Investing OutcomesDr. Ted Klontz, an associate professor at Creighton University and a financial savior of athletes and entertainers, like Wynnona Judd, explains the keys to keep investors from sabotaging their own wealth.
September 25, 2018
United Income Launches Total Wealth Return SolutionThe new solution simulates 81 different Social Security claiming strategies, among other functions.