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
GOP Tax Reform Bill Unveiled: A First Look
By William H. Byrnes, Robert BloinkThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.
October 30, 2017
How Advisors Really Use Morningstar Fund RatingsA recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
October 30, 2017
Sipple Named Head of Great-West InvestmentsMichael Wands will succeed him as head of Global Investment Strategies at Putnam. Both firms are headed by Bob Reynolds.
October 30, 2017
Franklin Templeton to Launch 16 Passive ETFsWith fees of 9 to 19 basis points, the fund firm joins the low-priced ETF space with country-specific and regional products.
October 27, 2017
Dividend Stocks Can Be Compelling Internationally, TooIs there upside in global equities, given frothy valuations and an almost unheard-of bull market?
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 27, 2017
Morningstar’s Good and Bad 529 Savings Plans in 2017Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
October 26, 2017
10 Things About RMDs You Need to KnowRetirees who misunderstand RMDs could be in for some pretty unpleasant and expensive surprises.