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
What Tax Overhaul Means for Sectors, Companies
By Matthew TownsendCertain firms are expected to benefit from the changes, while others may get mixed results.
December 20, 2017
A Stealth Social Security Cut Is Coming in 2018Laurence Kotlikoff and Jane Bryant Quinn talk to ThinkAdvisor about the future of Social Security and Medicare as a premium hike looms.
December 20, 2017
Hedge Funds, PE Could Get Helping Hand From Hot Market in 2018Alternative funds often differ widely in returns by fund, but the 2018 environment may be ripe for both investments to bloom.
December 20, 2017
Foreign Stock Markets Seen as Hot Investment in 2018Developed and emerging markets will continue to benefit from continued low interest rates and government reform.
December 20, 2017
A Strategy for Deciding When to Sell BitcoinAs a money manager, most of the people I work with understand what they're investing in and why. Then there are the Bitcoin investors.
December 20, 2017
Bitcoin, Tech Stocks Are the Most Crowded Trades: MerrillTwo-thirds of investors expect U.S. tax reform to result in higher bond yields and higher stocks next year, according to a Merrill survey.
December 20, 2017
Broker-Dealers, Banks & Financial Services Set for a Banner 2018Regulatory and tax relief coming from Washington should benefit this sector, equity analysts say.
December 19, 2017
4 Huge Opportunities to Beat the Tax BillIn a new report, a group of legal experts outlines the major games, legal roadblocks and glitches in the Tax Cuts and Jobs Act.