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
Bob Rodriguez Disses Trump’s Tax Cuts, Sees ‘Dark Times’ Ahead
By Jane Wollman RusoffThe legendary money manager tells ThinkAdvisor why he dislikes the tax overhaul and what he sees as the biggest threat to the market.
January 29, 2018
Unchartered Investing TerritoryExperts debate the ins and outs of Bitcoin, cryptocurrencies and blockchain in this month's issue of Investment Advisor.
January 29, 2018
More Market Drama May Be on Its Way: SchwabSchwabs Liz Ann Sonders, Jeffrey Kleintop and Brad Sorensen point out some potential pitfalls to watch for in the coming months.
January 29, 2018
39 Areas of New Tax Law Need ‘Immediate’ IRS Guidance: AICPAImmediate guidance is needed on the new tax law in areas like retirement and wealth transfer, says AICPAs Tax Executive Committee chairwoman.
January 29, 2018
Passive Investments Drive Record Fund Flows in 2017: MorningstarMoney flowed into passive U.S. and international equity funds and into taxable bond funds.
January 26, 2018
Highlighting Tax Law Changes in One PageMike Patton highlights a few of the changes and discusses the potential impact of the 1,097-page Tax Cuts and Jobs Act.
January 26, 2018
3 Governors Say They Will Sue Feds Over New Tax LawNew York Gov. Andrew Cuomo repeated his criticism that the federal tax overhaul approved by Congress in December and signed by Trump is illegal.
January 26, 2018
New Tool Uses Behavioral Finance to Assess Risk ToleranceFinworx360 focuses on clients' willingness to take risks; it can help advisors create portfolios and segment client communications.