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
The New 20% Pass-Through Tax Deduction: An Advisor’s Guide
By Jeffrey LevineLets cover some of the basics of this complicated provision so you can be sure to relate the correct information to your clients.
January 11, 2018
IRS Releases Tax Withholding Tables for 2018Some Democrats worry that Treasury may have set the tables to encourage "underwithholding" to make paychecks look bigger.
January 10, 2018
Gundlach Says S&P 500 Will Have Negative Return for 2018The DoubleLine bond manager is not a Bitcoin fan and predicts commodities will outperform.
January 09, 2018
Dimon Says He Regrets Calling Bitcoin a ‘Fraud’JPMorgan CEO said Tuesday he thinks government intervention may eventually hamper Bitcoins growth and acceptance.
January 08, 2018
Here Are Gen Xers’ Biggest Financial ConcernsGen Xers are at a critical financial junction, yet most don't have an advisor, making them an important target market, Jefferson National reports.
January 08, 2018
Stock Melt-Up Already Obliterating Analysts’ 2018 TargetsThe top-line trends are even more encouraging, says a Merrill strategist.
January 04, 2018
Bob Doll’s 10 Predictions for 2018We're moving from a smooth gallop to a bumpy grind, the Nuveen chief equity strategist says.
January 04, 2018
GMO’s Grantham: Brace for a Melt-Up in Next 2 YearsThe GMO co-founder explains why he thinks a melt-up or end phase of a bubble is likely within the next six months to two years.