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
Watch the Dow to Gauge Trade War Worries
By Bernice NapachThe 30-stock market-weighted Dow is dominated by stocks that source or sell globally.
April 05, 2018
Why Advisors Should Keep Politics Out of PortfoliosIn today's politicized world, advisors have to keep clients focused on their real financial goals.
April 03, 2018
Volatility's Back: Be Smart, Not FrightenedSay it with me: Volatility is normal and necessary.
April 03, 2018
6 Pet-Related Tax DeductionsPets can save their owners money on taxes, but watch out — some rules changed under the new tax law.
April 03, 2018
Quarter Begins as Investors Ask One Thing: Is Nowhere Safe?Here's a look at how seemingly all the biggest assets disappointed in the first quarter.
April 03, 2018
Ibbotson: Can Fixed Indexed Annuities Beat Bonds in Retirement Portfolios?Ibbotson has published a paper showing the effects of substituting FIAs for all or part of a long-term bond allocation.
April 02, 2018
The VIX and Other Fear GaugesPrognosticators, investment firms, advisors and even so-called "fear indexes" have been warning that the good times in the stock market won't last…
April 02, 2018
Volatility's Bite Returns: What Now?The surge of volatility in early February reminded investors the stock market does not only go up. We asked investment experts and advisors to provide their interpretations of its return — and how to deal with future bumpiness.