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 Hidden Stock Market Price of Falling for the Dividend Ruse
By Elena PopinaA favorite theory of financial economists is that stock dividends are a free-money mirage. Research says almost everyone falls for it.
December 11, 2017
Investors Told to Brace for Steepest Rate Hikes Since 2006Citigroup and JPMorgan predict policy tightening in rich nations; five central banks set policy this week.
December 11, 2017
How Overvalued Are Stocks? 3 Key Ratios Give the Answer(s)This market run ranks as the second-longest bull on record. So how overvalued is the domestic stock market?
December 08, 2017
14 of the Best 529 College Savings Plans: 2017Helping your clients choose a 529 college savings plan from Morningstar's list should be a top priority before the end of the year.
December 08, 2017
14 of the Best 529 College Savings Plans: 2017Helping your clients choose a 529 college savings plan from Morningstar's list should be a top priority before the end of the year.
December 07, 2017
4 Portfolio Management Lessons From Sixth-GradersThese lessons are helpful reminders, even for todays most seasoned professionals.
December 07, 2017
Bill Gross: Expect a ‘More Cautious and Easier Fed’The Janus fixed income fund manager shares his monthly outlook, stressing that investors should be careful in 2018.
December 06, 2017
Gundlach: Tax Cut Timing Is ‘Strange’ and ‘Bond-Unfriendly’The DoubleLine CEO wonders why Republicans want to cut taxes when the economy is picking up.