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
IRS Releases Tax Withholding Tables for 2018
By Melanie WaddellSome Democrats worry that Treasury may have set the tables to encourage "underwithholding" to make paychecks look bigger.
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.
January 03, 2018
Bitcoin Loses Dazzle as Second-Tier Crypto Coins Catch UpThe paper value of all cryptocurrencies has more than doubled to nearly $700 billion in the past month.
January 02, 2018
Preventive Medicine for PortfoliosWhy the long/short equity category deserves a look.
January 02, 2018
Industry Icon Introduces Active ETFsThe new Vanguard products appear to be smart-beta products; they overlay factors, such as value or minimum volatility, onto a passive index.