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
The Potential Fallout From JPMorgan's Free Stock Trades Plan
By Bernice NapachMoody's Investors Service analysts foresee a negative impact on Schwab, TD Ameritrade and E-Trade.
August 23, 2018
More Bad News About Active Funds' PerformanceMorningstar's latest active/passive barometer shows that the performance gap has grown.
August 23, 2018
Will the Market Crash If Trump Is Impeached?Combined profit in the S&P 500 has soared under his policies; analysts debate whether any of that would be lost if he were gone.
August 23, 2018
Why Direct Investments Are More Exciting Than StocksThe CEO of Third Seven Advisors discusses how they provide access to direct investment opportunities, with a special focus on pre-IPO companies.
August 22, 2018
What Advisors Need to Know About Business Owners and MillennialsIn an interview with ThinkAdvisor, David Murphy of Boston Private debunks a misconception about millennials.
August 22, 2018
Investing View From the Advisory Frontlines: A Talk With Advisors, Part IWhat are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices?
August 22, 2018
IRS Nixes Anticipated Pass-Through Tax Deduction WorkaroundsIn new regulations, IRS has identified and prohibited several potential strategies for maximizing the Section 199A deduction.
August 21, 2018
Longest Bull Market in History, Really?"Everyone's hung up on the record. It's more nuanced than that," says Jeffrey Hirsch, editor of the Stock Trader's Almanac.