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
How to Use ‘What If’ Scenario Planning as Risk Management
By Emily ZulzLuis Maizel, co-founder of LM Capital Group, said he and his team always have 40 or 50 life scenarios planned.
October 09, 2017
Think 7% Returns Are Coming Back Anytime Soon? Think Again.Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPAs annual conference.
October 09, 2017
15 Cheapest States for Long-Term Care: 2017Genworths annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
October 09, 2017
Trump Signs ETF Research BillFair Access to Investment Research Act puts ETFs on equal footing with other securities, says Morningstar's Ben Johnson.
October 09, 2017
Thaler Changed My Life (and Everybody Else’s)The Nobel winners collaborator remembers the thrill of first encountering his ideas.
October 09, 2017
Is It Finally Time to Look Beyond US Large Caps?Investors have done well just tracking a benchmark in recent years. But when the correction arrives, a more tactical approach can deliver considerably more value.
October 09, 2017
Thaler, Famed for ‘Nudge’ Theory, Wins Nobel Economics PrizeThaler will spend the prize money as "irrationally as possible," he says.
October 08, 2017
Top 3 Ways BDs Can Help FAs With DOL-Related Platform ShiftsBroker-dealers should help advisors with new technology, criteria for picking third-party asset managers and improved planning tools.