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
This Fed Choice Could Spook The Bond Market
By Brian ChappattaOne wild card for fixed-income markets is a Stanford University economist known for the monetary-policy rule that bears his name.
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.
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.