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
How Tax Law Impacts 5 Types of Advisors
By Robert Bloink and William H. ByrnesThe Tax Cuts and Jobs Act of 2017 made a number of changes that are important to individuals, small businesses, and the advisors that assist them.…
March 26, 2018
How Can Active Investors Survive in a Passive World? Get SmallInstitutional investors are increasing their allocations to focused strategies, aka concentrated funds.
March 23, 2018
Top 14 Finance & Insurance Companies With Happiest WorkersThinkAdvisor curated PayScale's Hero Award list that encompasses more than 62,000 employers in the U.S., extracting just the finance and insurance companies with the most satisfied full-time employees.
March 23, 2018
Active Managers Get Cold Shoulder From Institutional InvestorsVanguard is the top passive manager, with others nipping at its heels, Cogent finds.
March 23, 2018
Scalia: DOL Fiduciary Rule Will Be ObliteratedAn interview with Eugene Scalia, the former Labor Department solicitor who took on the fiduciary rule.
March 22, 2018
US Portfolio Performance Surpassed European Peers in 2017Currency was a key factor in disparate performance, catching many investors unwary of risk, Natixis reports.
March 21, 2018
Capital Gains Should Be Fixed, but Not by TrumpIt would be more fair if taxes reflected inflation. But the executive branch would be overreaching.
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.