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
Liz Ann Sonders: The Big Mistake Investors Should Avoid This Year
By Jane Wollman RusoffSchwab's chief investment strategist tells ThinkAdvisor about an assumption that could get investors in trouble and shares her market and economic predictions for the year ahead.
March 02, 2018
How Investors View New Tax Law: TD Ameritrade"Investor demand for financial planning and investment advice has surged because of the new tax plan," TD Ameritrade's Tom Nally said.
February 28, 2018
Warren Buffett's 10 Nuggets of Investing Wisdom: Berkshire Letter 2018The Oracle of Omaha explains the thinking and strategies behind the success of Berkshire Hathaway shares in his yearly letter to investors.
February 28, 2018
Tax-Efficient Financial Plans Help Affluent Achieve Goals: AICPAThe group also offers some tips from CPA financial planners for tax planning under the new law.
February 28, 2018
How to Protect Clients' Assets From Blended-Family FeudsVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
February 27, 2018
How to Achieve True Portfolio DiversificationA look at what measurements to consider when evaluating managed futures funds.
February 27, 2018
What's Driving the Growth of Sustainable Assets?The entry of big traditional investment managers should accelerate fund flows, a report says, as groups like Putnam move to launch more ESG-focused products.
February 27, 2018
Barbara Roper Urges DOL Chief to Crack Down on Fiduciary RulebreakersFirms that aren't making good-faith efforts to comply with the rule should be sanctioned even under Labor's non-enforcement policy, Roper's Consumer Federation of America argues.