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
Dancing Around the (Morning)Stars
By Mark TravisDon't be an unintentional momentum investor. There are better measures than Morningstar ratings to evaluate a fund.
November 16, 2017
New York Fed Sees a Healthy Fear in the Volatility CurveFed researchers say the market is pricing in implied volatility of around 19% in one or two years time."
November 15, 2017
DOL Ready to Enforce Fiduciary Rule: AcostaIf firms are willfully violating the best-interest standard, which took effect June 9, Labor will use its enforcement authority, Acosta told lawmakers.
November 14, 2017
Where the Ultra-Wealthy Invested in Q3: Tiger 21Members of the exclusive investing club generally consider index funds and ETFs a better alternative to hedge funds.
November 14, 2017
8 of the Worst Market Calls Since 1929Bad stock market calls could fill oceans, but here are eight of the worst going back to the start of the Depression.
November 13, 2017
10 Finance Books Worth ReadingThe Ritholtz Wealth co-founder and chairman says these names go beyond the classics; several are off the beaten path and very worthwhile.
November 13, 2017
GE’s Big Cut Is a Warning for Dividend Stock InvestorsViewing a high dividend in isolation, seizing on the attractive payout while failing to appreciate the risks that come with it, is a mistake.
November 10, 2017
Gundlach's Stock Market Warning Comes TrueDeteriorating junk bonds threaten equity-market darlings; correlation had reached its most negative level in three years.