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
Virtus InfraCap U.S. Preferred Stock ETF Launches on NYSE: Portfolio Products
By Emily ZulzIn addition, J.P. Morgan expands access to alternative strategies with a partnership with iCapital Network.
May 17, 2018
Pass-Through Tax Break Can Benefit Boxed-Out Service Businesses After AllTax planning strategies have already emerged to allow service business owners to reap the benefits of the 20% tax deduction for QBI.
May 16, 2018
Global Investors Expect Equity Bull Market to Continue: Merrill SurveyCash remained high and expectations of global economic growth low in May.
May 15, 2018
Cash Is Competitive as Short-Term Rates Top S&P 500 YieldAs of Tuesday afternoon the 3-month Treasury yield was two basis points above the S&P 500 dividend yield.
May 15, 2018
Let's Talk About Net Present Value and Solar PanelsWithout understanding it, you'll never know if installing solar panels (or buying a stock) is a good deal or not.
May 14, 2018
10 Most Expensive US Cities to Rent an Apartment: April 2018The rental market is of critical importance to both real estate investors and some of your potential clients.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 11, 2018
Want a Recession Forecast? Ask a MachinePredicting downturns is so hard that most economists don't bother. Might as well try an algo.