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
Tax Reform Didn't Kill All Roth Recharacterizations
By William H. Byrnes and Robert BloinkThe 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
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.
March 14, 2018
Growth and Value Stock Indexing Are Both Broken: Nicholas ColasBoth classification create "potentially risky sector concentrations versus broader market averages," writes the author.
March 14, 2018
Advisors See Clients Benefiting From Tax Reform; Clients Not So SureDespite investor concerns about tax effects, only three in 10 will seek advice.
March 14, 2018
The Advisor and the Quant: Cryptocurrencies and Financial PlanningJoe Elsasser and Ron Piccinini discuss the future of cryptocurrencies in client portfolios.
March 07, 2018
Here's What Cohn's Exit From White House Means for US StocksBanks and housing may get hit as conservatives' profiles rise.