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 Surprisingly Great Places to Retire in the US
By Marlene Y. Satter, BenefitsProHere are 10 cities ranked by U.S. News & World Report, some of which have likely never made such a list before.
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.
October 17, 2017
How to Use ‘What If’ Scenario Planning as Risk ManagementLuis Maizel, co-founder of LM Capital Group, said he and his team always have 40 or 50 life scenarios planned.
October 13, 2017
What Bank Investors Learned From JPMorgan, Citigroup ResultsStart of earnings season showed trading revenue was muted; JPMorgan had better lending margins, Citigroup cut expense.
October 10, 2017
Trust Company of America Partners With Fi360The integration gives TCA's 7,000-plus advisors tools for investment policy statement creation, watchlist management and FINRA-reviewed reports.
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.