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
Equity-Market Smiles Don't Have to Become Frowns
By Katie RassA balanced portfolio of stocks and bonds is the worst of all choices if inflation begins to accelerate.
February 26, 2018
Use These 10 ESG Factors to Avoid Riskiest Investments in 2018Sustainalytics "10 for 2018" report focuses on "10 ESG risks that could have a significant impact on shareholder value" in 2018 and the industries that are most affected.
February 23, 2018
Advisor Share-Class Infractions a ‘Widespread Problem,’ SEC SaysThe agency's investment management division also includes a fiduciary rule among its near-term goals.
February 23, 2018
Public Pension Funded Ratio Rose in Q4: MillimanA fifth of the 100 largest U.S. public pensions have crossed the 90% funded threshold.
February 23, 2018
Wall Street May Be Rethinking Its Relationship With GunsBlackRock and pension funds start to look critically at gun stocks; a bank abandons NRA credit cards.
February 23, 2018
How Scottrade Could Have Avoided DOL Rule ChargesScottrade made a bet that the Impartial Conduct Standard wouldn't be enforced. It lost. But, for now, there's another way firms can keep sales incentives.
February 22, 2018
SEC Charges Former Bitcoin Exchange, Operator With Fraud: EnforcementThe SEC also charged an investment management firm and its senior officers with "cherry-picking" trades.
February 22, 2018
5 Tips for Advising the New Sandwich GenerationThe latest members of this group face unique challenges, like more debt, increasing college costs for their kids and parents who are living longer.