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 Get Medicaid for Nursing Home Care Without Going Broke
By Jane Wollman RusoffEven well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.
September 18, 2017
Cetera Taps Ex-AFLAC Marketer as CMOIt also brings back a large financial-institutions client with $507 million in brokerage assets.
September 18, 2017
Impax Asset Management to Acquire Pax World ManagementCombined, the two sustainable investing leaders have $13.4 billion in AUM.
September 18, 2017
Will Bitcoin Ever Be a Fiduciary Asset?Technical intricacies aside, Bitcoin has some interesting properties. For one, it is more closely correlated with the S&P 500 than you might think.
September 15, 2017
401(k) Balances Are Up, but Is Your Retirement Plan Business?Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.
September 15, 2017
Who’s Warren Buffett’s Successor? JPMorgan Says ...A new analyst at the investment bank points to one popular candidate, though there are others.
September 13, 2017
Helping Clients Recover Their Retirements: Pt. 2This column is for clients near retirement age whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
September 13, 2017
Gundlach Weighs In on ‘Wack-O’ Times in the MarketHe sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.