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
Ultra-Wealthy Investors 'Wait and See' in Q1: Tiger 21
By Michael S. FischerTrade tariff threats and global politics cause uncertainty among members of the elite investing club.
April 24, 2018
Tax Law Surprise: A SEP IRA Upgrade for Service Pass-ThroughsOwners of service-oriented small businesses may find that the new tax law actually reduces taxable income for retirement plans.
April 24, 2018
How to Avoid a Retirement DisasterGE's employees took a catastrophic hit to their retirement savings. It could have been avoided.
April 23, 2018
These Were the Fastest Growing ETF Managed Portfolios in Q4These strategies are among most popular for advisor clients and easily available on multiple platforms.
April 23, 2018
Jeff Gundlach Says It's Time to Short FacebookAt the Sohn Conference, he also recommended an oil and gas ETF.
April 23, 2018
How New Tax Law Affects Investment Portfolios: The Advisor and the Quant"Advisor" Joe Elsasser and "Quant" Ron Piccinini discuss the effects of the new tax law for investors.
April 19, 2018
Lump-Sum Investing Is the Best Strategy, Except NowIn this market, dollar cost averaging provides a lower probability of large losses.
April 18, 2018
ESG Ratings Can Help Investors Pick Winning Emerging MarketsReports from Morningstar and GMO explain why investors and advisors should consider ESG factors when investing in emerging markets.