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
FINRA Seeks Tougher Rules on Brokers Switching Firms With Unpaid Arb Claims
By Melanie WaddellProposed changes would allow FINRA to presumptively deny a new applicant subject to pending arbitration claims
February 14, 2018
4 Ways Persistent Low Returns Affect Retirement Behavior: NBERA new NBER paper examines how the low interest rate environment can change retirement decisions.
February 13, 2018
7 Questions About Itemized Deductions Under New Tax ActThe 2017 Tax Act made substantial changes to the availability of itemized deductions.
February 13, 2018
Cetera Announces Reorg, Taps New LeadersCetera Financial Group says it is reorganizing its businesses into two channels.
February 13, 2018
Powell’s Fed Isn’t About to End the ‘Greenspan Put’The Fed cant allow financial markets to collapse while it frets about moral hazard.
February 13, 2018
Investors Hold More Cash, Fewer Stocks in February: MerrillYet Neither trait moves the needle enough to give the all-clear to buy the dip, Merrill says.
February 13, 2018
Powell Suggests Fed Will Hike Rates Despite Stock Market RoutThe new chairman said the Fed is moving to normalize monetary policy "with a view to extending the recovery."
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.