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
Investors Worried About Market Downturn: Survey
By Michael S. FischerThree out of four U.S. investors 40 and older are concerned about a stock market correction, Global Atlantic Financial Group reported.
January 29, 2018
The 2 Biggest Issues Facing the DC Industry: SSGA’s IrelandDavid Ireland, a senior managing director, told ThinkAdvisor recently two issues in particular that are on SSGAs radar.
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.