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
Trade War Odds Rise as Tensions Escalate: Economists
By Bernice NapachBofA Merrill Lynch economists fear that the "tit-for-tat protectionism" involving the U.S. and its trading partners will cost their economies.
June 06, 2018
Bitcoin ETF Dreams Kept Alive With New SEC FilingCompanies want to offer fund for institutional investors; SEC asked providers to pull applications earlier this year.
June 06, 2018
Single Target-Date Fund Investment by 401(k) Participants Surges: VanguardAdoption of auto-enrollment has led to a big increase in TDF use, Vanguard says.
June 05, 2018
Advisors, Don't Waste Your Time on Manager Selection: Research AffiliatesResearch Affiliates is warning advisors that past is not prologue.
June 05, 2018
Advisors Say Yes to ETFs, No to Crypto: FPAAdvisors plan to increase use and recommendation of ESG funds, an FPA survey finds.
June 05, 2018
How to Prep Clients for a Market HurricaneAn investor unprepared for a market crash is like a shopper fighting the mob at Home Depot as a storm bears down.
June 05, 2018
Want to Be a 401(k) Superhero to Your Small-Business Clients?Even the "father of 401(k)s" says the business has gotten too complex. He and others say they have found better small-business solutions.
June 05, 2018
Self-Directed 401(k) Balances Surged in Q1: SchwabTwo-thirds of participant allocations went to mutual funds and equities, with Apple the top equity holding.