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
4 Ways Senate Tax Bill Hurts Retirement Plans
By Melanie WaddellCapping an important benefit for the highest earners sets a dangerous precedent, says ARA's Brian Graff.
November 06, 2017
4 Warning Signs Investors Shouldn’t IgnoreAward-winning reporter Diana Henriques tells ThinkAdvisor about the big warning investors missed before Black Monday and why conditions are ripe for another major panic.
November 06, 2017
10 Lessons From the Fall Frenzy of Financial ActivityThe relatively short time between Labor Day and Thanksgiving is a blur of activity in the investment industry.
November 03, 2017
GOP Tax Bill Bolsters 529 PlansThe bill may make 529 college savings plans more palatable, says Savingforcollege's Martha Kortiak Mert.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.
November 02, 2017
10 Points About Forecasting and Why We Stink at ItEven though predictions are almost useless, we persist in making and listening to them, Barry Ritholtz writes.
November 02, 2017
GOP Tax Plan Spares 401(k)s, Targets IRAsWhile retirement savings provisions look to be unaltered, the bill eliminates the recharacterization of IRA contributions.
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.