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
Are Energy Companies Investment Fossils?
By Ginger SzalaThe old "reserve" method of measuring company worth no longer viable, non-profit report says.
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.
September 25, 2018
Who Uses Annuities, Who Doesn't?Researchers aimed to find out, and the results weren't what they expected.
September 24, 2018
New Tax Bill Offers Attractive Impact Investment OpportunityQualified Opportunity Zones provide a tax incentive to invest in low-income areas, but choose investments carefully.
September 24, 2018
Why Wealthy People Give to Charity During Life, but Not So Often at DeathBut wealthy people who do leave charitable bequests tend to make huge gifts, Urban Institute finds.
September 24, 2018
A Massive Shift in Stock Sector Classifications Starts TodayFacebook and Alphabet, Google's parent, leave the tech sector for the new communications sector.