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
14 Things Investors Can't Control (and 14 Things They Can)
By Barry RitholtzFalling stock prices seem to precipitate a broad range of physical and psychological problems. The best medicine: a little perspective.
June 18, 2018
Another Way ESG Investing Can Boost PortfoliosESG investing, by nature, forces investors to think about the long term.
June 15, 2018
Can Unemployment Rates Predict Recessions? Recessionomics, Pt. 2Part II of this series examines the duration and severity of each recession, the change in unemployment, and consider when the next recession may occur.
June 15, 2018
US Lets Supreme Court Deadline Lapse to Challenge 5th Circuit Fiduciary RulingDOJ lets last deadline to save the fiduciary rule pass; industry officials debate likelihood of SEC "uniform fiduciary" rule.
June 14, 2018
2 Steps Could Help Most Clients Reach Their Retirement Goals: MorningstarThe retirement landscape garners scary headlines, but 72% of mass affluent Americans would be well-prepared if they took these steps, Morningstar's Wendel says.
June 13, 2018
SEC Advice Plan Requires Big Change in Broker Behavior: ClaytonSEC chief responded to questions at agency's first town hall, held in Atlanta.
June 13, 2018
Gundlach: Rising Rates and Deficits Like 'Suicide Mission'A recession is possible by 2020, the Bond King says, and that could make the next presidential election "a wild ride."
June 12, 2018
What Helps or Hurts Retirement Portfolios? Here's a RankingThese elements progress from the least meaningful over a course of a lifetime to the most.