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
‘Trust in the Company’ Is Top Driver of Investment Decisions: Edelman
By Michael S. FischerInstitutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
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.
October 02, 2017
The Sunset of Retail Real Estate InvestingConditions in the retail real estate market are worsening faster than anticipated and the reasons why go beyond the Amazon effect.
October 02, 2017
Goldman Sachs Said to Explore Starting Bitcoin Trading VentureThe New York-based bank is in talks with cryptocurrency experts but hasnt yet formulated a business plan, a source said.
October 02, 2017
15 Most Expensive States for Long-Term Care: 2017Genworth's annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring.
October 02, 2017
Clean Shares Are a Work in Progress: MorningstarDOL needs to understand this is a new idea, and we are still coming to a consensus on what clean shares mean," said Morningstar's Szapiro.