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
Scalia: DOL Fiduciary Rule Will Be Obliterated
By Melanie WaddellAn interview with Eugene Scalia, the former Labor Department solicitor who took on the fiduciary rule.
March 21, 2018
4 Tax Planning Opportunities Under New Itemized Deduction Rules: FriedmanThe doubling of the standard deduction creates a new tax planning paradigm, former tax attorney Andy Friedman says.
March 20, 2018
Tax Reform Didn't Kill All Roth RecharacterizationsThe 2017 Tax Act eliminated a client's ability to recharacterize a conversion to a Roth IRA, but the new law continues to permit recharacterization of transactions that were not valid Roth conversions to begin with.
March 19, 2018
Goldman Warns Returns Are Dropping Fast Amid Volatility ShiftJPMorgan Chase & Co. and HSBC Holdings have also warned investors to be more cautious about continued stock market gains.
March 19, 2018
The Danger of Obsessing Over Short-Term Portfolio PerformancePerformance chasing can shortchange client portfolios over the long run.
March 19, 2018
Clayton: SEC Fiduciary Rule on Track Despite DOL Court DefeatAt the SIFMA compliance conference, Jay Clayton told Ken Bentsen that the court ruling on Labor's fiduciary rule "hasn't affected" the SEC's approach to its fiduciary rule-making.
March 15, 2018
DOL Fiduciary Rule Struck Down by Appeals Court'DOL has made no secret of its intent to transform' the trillion-dollar retirement market, wrote Judge Edith Jones.
March 14, 2018
Gundlach's 11 Takeaways on Yields, Markets & MadnessDoubleLine's bond king looks at trends in economic data, U.S. Treasuries and much more in his latest webcast.