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
Global Investors Expect Equity Bull Market to Continue: Merrill Survey
By Michael S. FischerCash remained high and expectations of global economic growth low in May.
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.
May 08, 2018
Social Security Timing: What Couples Should Consider — The Advisor and the Quant'Advisor' Joe Elsasser and 'Quant' Ron Piccinini discuss how to help married couples maximize their Social Security benefits.
May 07, 2018
Buffett Says Berkshire's First Dibs on Deals Will Outlast HimThe billionaire says his two deputies have both "slightly" beat the S&P 500 Index since they started managing Berkshire's money.
May 07, 2018
Investors Can Miss the Forest for the Smart Beta TreesEvery factor carries uncertainty regardless of why it works during a certain period.
May 07, 2018
Target-Date Funds Enjoyed Record Flows in 2017: MorningstarLow-cost passive series attracted 95% of new assets last year.