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
Powell’s Fed Isn’t About to End the ‘Greenspan Put’
By Tim DuyThe Fed cant allow financial markets to collapse while it frets about moral hazard.
February 13, 2018
Small-Bank Bill Said to Be Headed for Senate Vote; State Treasurers CheerA key priority for state treasurers is the designation of municipal bonds as high-quality liquid assets.
February 13, 2018
What Advisors Don’t Get About Female Clients: Barbara HusonThe prominent wealth coach talks to ThinkAdvisor about what advisors need to do whether they want to or not to connect with women.
February 13, 2018
Clients Rate Top Financial Services Firms in 13 CategoriesCustomers rated firms including brokerages, banks and retirement platforms on several desirable traits in a Hearts & Wallets survey.
February 12, 2018
El-Erian: 10 Things to Know About Stock SelloffAs U.S. stock markets conclude one of the wildest and worst weeks since the global financial crisis, here are 10 things to know.
February 12, 2018
In 12b-1 Fee Crackdown, SEC Urges Advisors to Police ThemselvesIn a new initiative, advisors who self-report share class violations and repay investors will not be hit with a financial penalty.
February 12, 2018
SEC Seeks Budget Boost to Restore StaffOCIE has requested 24 more individuals, of which 13 would be dedicated to investment advisor and investment company exams.
February 12, 2018
Should You Plan on Your Clients Living to 100?Setting life expectancy is a crucial step in building a financial plan. Harold Evensky, Carolyn McClanahan and others weigh in on what to consider.