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
Social Security Timing: What Couples Should Consider — The Advisor and the Quant
By Joe Elsasser and Ron Piccinini'Advisor' Joe Elsasser and 'Quant' Ron Piccinini discuss how to help married couples maximize their Social Security benefits.
May 07, 2018
Target-Date Funds Enjoyed Record Flows in 2017: MorningstarLow-cost passive series attracted 95% of new assets last year.
May 07, 2018
DOL Announces Fiduciary Rule Enforcement PolicyLabor is "throwing retirement savers under the bus," Barbara Roper says.
May 07, 2018
Warren Buffett Should Have Shared the StageA smooth transition for his successors may hinge on his ability to give them some of the limelight now.
May 03, 2018
Sidestepping Misconceptions of Inherited 401(k)sThe rules governing inherited qualified plans can be much more complex than those governing inherited IRAs—making the advice of an informed financial advisor critical to getting it right for the client.
May 03, 2018
10 States With the Fewest Social Security RecipientsIn most of these states, 15% or more of the population is collecting Social Security retirement benefits.
May 03, 2018
10 States With the Fewest Social Security RecipientsIn most of these states, 15% or more of the population is collecting Social Security retirement benefits.
May 03, 2018
How to Invest Late in This Atypical Bull Market'This is not playing out like a typical cycle,' says Tracie McMillion of Wells Fargo Investment Institute.