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
10 Least Tax-Friendly States in US: 2017
By Marlene Y. SatterSince each state has its own rules on what gets taxed, at which rate and when, there's a lot of variation across the country.
October 24, 2017
10 Surprisingly Great Places to Retire in the USHere are 10 cities ranked by U.S. News & World Report, some of which have likely never made such a list before.
October 24, 2017
10 Surprisingly Great Places to Retire in the USHere are 10 cities ranked by U.S. News & World Report, some of which have likely never made such a list before.
October 20, 2017
Making the Case for Strategic Beta as Fees PlungeAs strategic beta funds get cheaper and more plentiful, Morningstar's Ben Johnson and Schwab's Tony Davidow offer their analysis and advice.
October 20, 2017
ESG Investing: More Training, Better Data Will Increase DemandMore analysts and portfolio managers are embracing ESG investing, but many receive no training in that area, according to a new CFA Institute survey.
October 19, 2017
Investors’ Cash Dips, but Not Enough to Trigger ‘Sell’ Signal: MerrillEighty-two percent of fund managers surveyed said bond yields will rise, and 85% said bonds were overvalued.
October 19, 2017
Get Clients to Break Their ‘Money Silence’ or Lose ThemKathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy and stop the next generation from firing them.
October 17, 2017
Women Invest Like Men but With a Key Difference, Study FindsCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.