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
ABLE Accounts Get Boost Under New Tax Law
By Melanie WaddellThe Tax Cuts and Jobs Act includes two provisions that enhance ABLE accounts for the disabled.
February 20, 2018
BlackRock Upgrades US Equities to OverweightU.S. valuations look slightly more attractive after the February stock market swoon, the chief strategist said.
February 20, 2018
Future Retirees Will Be More Vulnerable to Market Shocks: CRRRetirees financial fragility increases as they depend more on financial assets for income, the Center for Retirement Research reports.
February 20, 2018
10 Top Luxury Retirement CommunitiesIf your high-net-worth clients are looking for somewhere to stay active and enjoy retirement, these locales may fit the bill.
February 19, 2018
12 Best & Worst Broker-Dealers: Q4 Earnings, 2017The quarter's results for many firms included one-time charges related to the Tax Cuts & Jobs Act.
February 16, 2018
President's Day Insight: All Great Success Stories Begin With FailureYou're not the only one to stumble.
February 16, 2018
Lawyer Fighting DOL Rule Blasts Scottrade Fiduciary ChargesThe case in Massachusetts vividly illustrates the urgent need to vacate the rule, lawyer Eugene Scalia told the court.
February 16, 2018
5 Key Tax Issues for Families in New Tax LawThe Tax Act makes a number of changes that may be significant for taxpayers who support children or other dependents.