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
Ignoring Blockchain ETFs Will Not Make Them Go Away
By Ed SilversteinIts still too early for this technology to be written off by advisors as a investment fad thats waiting to whither away.
January 31, 2018
Is Manager Selection Worth the Effort for Advisors?According to Research Affiliates, manager selection is the most commonly marketed service by advisors and uses a meaningful amount of resources.
January 31, 2018
4 Tips to Navigate Surge of Client Tax QuestionsHow to prepare for the onslaught of tax questions from clients that are expected as a result of the new tax law.
January 31, 2018
Patriots Will Win Super Bowl: Wells Fargo QuantsWells Fargo Asset Managements Analytic Investors says gamblers should take the favored Patriots over the Philadelphia Eagles.
January 31, 2018
Restrained Gains for Sustainable Fund Assets in 2017The entry of big traditional investment managers will accelerate fund flows, a report says.
January 31, 2018
The No. 1 Misconception About Retirement SpendingDoes spending go up or down over the course of the retirement years, or does it remain the same?
January 31, 2018
How Is a S Corporation, or Pass-Through Entity, Taxed?The new tax reform bill has received a lot of attention for changes in how income from pass-through entities (S corporations and LLCs) is taxed.
January 30, 2018
Investors Worried About Market Downturn: SurveyThree out of four U.S. investors 40 and older are concerned about a stock market correction, Global Atlantic Financial Group reported.