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
New Tool Uses Behavioral Finance to Assess Risk Tolerance
By Bernice NapachFinworx360 focuses on clients' willingness to take risks; it can help advisors create portfolios and segment client communications.
January 25, 2018
State Tax Workarounds Could Punch $154 Billion Hole in Federal BudgetRestructured state taxes could swell the cost of the new tax law.
January 25, 2018
This Raymond James Indie Group Is on a Wild Growth TearSteward Partners, which has 85 advisors, aims to expand significantly again this year after adding FAs from Wells Fargo.
January 25, 2018
Quant Strategy Goes Haywire as Panic Buying Overruns StocksThe most liquid stocks are the top performers now, signaling a much more speculative market.
January 24, 2018
The Advisor and the Quant: How Should Advisors Prep for a Crash?In this new series, Joe Elsasser and Ron Piccinini offer two perspectives on advisors' questions.
January 23, 2018
5 Reasons New Tax Law Won’t Boost Stocks in Long Term: JPMorgan’s KellyBut alpha awaits those who can quickly and accurately assess the new hands that companies have just been dealt, strategist David Kelly says.
January 23, 2018
El-Erian: Time to Choose a ‘Better Place’ or Possible RecessionGlobal markets are experiencing synchronized growth, Allianz economist Mohamed El-Erian says at Inside ETFs, but a change in direction is coming, for better or worse.
January 23, 2018
Retirement Risks Keep Rising, and This Is WhyThat mean old calendar continues to march forward.