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
7 Exclusions From the Fiduciary Rule ‘Investment Advice’ Definition
By Marcia S. Wagner, J.D., Stephen J. Migausky, J.D., Livia Quan AberThe rule, or something like it, could still take effect. Better be prepared.
October 05, 2017
This Fed Choice Could Spook The Bond MarketOne wild card for fixed-income markets is a Stanford University economist known for the monetary-policy rule that bears his name.
October 05, 2017
‘Trust in the Company’ Is Top Driver of Investment Decisions: EdelmanInstitutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
October 04, 2017
Gundlach Says Kashkari to Be Next Fed ChairThe DoubleLine exec predicts the current Minneapolis Fed president will replace Janet Yellen.
October 03, 2017
Focus on the Ground GameAfter a 5-year streak of stock returns averaging over 14%, focus on winning the game for your clients rather than keeping up with the S&P.
October 03, 2017
3 Ways Fixed Annuities Can Outperform Bond Mutual FundsSome flavors of 'plain vanilla' may be better, for some clients, than others.
October 03, 2017
Follow the RMD and Your Clients Won’t Go Broke in RetirementCraig Israelson, executive-in-residence at Utah Valley University's financial planning program, offered up advice at the FPA annual conference.
October 02, 2017
With Future Uncertain, Bitcoin Is a GambleThe IRS allows self-directed IRAs to invest in certain physical assets and property if theyre held by an approved custodian.