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
Credit Suisse Has a Derivative for Every Stock-Market Nightmare
By Yakob Peterseil and Sid VermaHybrid options envision domino effect toppling S&P 500 rally; correlation between assets unpredictable, a reason for caution.
September 17, 2018
Beware of Bank Loan ETFs and Mutual FundsBank loans have multiple risks investors may not be aware of, according to AllianceBernstein bond strategists.
September 14, 2018
Siegel vs. Shiller: Are Stock Prices Too Low or Too High?Professors Jeremy Siegel and Robert Shiller present their differing stock market forecasts at a Wharton conference.
September 14, 2018
BlackRock: Shop Around for Consumer StocksBlackRock's chief equity strategist says it's been a mixed bag for consumer stocks in 2018.
September 14, 2018
Impact-Focused Firm i(x) Investments Adds Ex-Obama Official as PresidentThe firm, co-founded by Warren Buffett's grandson, deepens its bench of government-connected players as it grows its SRI portfolio.
September 12, 2018
Investing After Retirement: Hit the Gas or Hit the Brakes?Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.
September 10, 2018
Pro Poker Champ Tells Advisors How to 'Think in Bets'Poker player turned decision strategist Annie Duke talks to ThinkAdvisor about how to be a better stock picker and all-around risk manager.
September 10, 2018
Brinker Cap Drops HNW Account Minimum, Adds Execs From TD, Morgan StanleyThe RIA cuts the investment minimum of its Wealth Advisory services in half, to $1 million.