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
Bill Miller’s Investing Strategy, According to His Son
By Jane Wollman RusoffThe son and co-manager of the legendary contarian investor tells Thinkadvisor about his father's investing process and why he likes malls and local newspapers.
September 11, 2017
10 Best Jobs of the Future: 2017Kiplinger analyzed 785 jobs; these 10 have high salaries and are poised for strong growth in the coming decade. Financial advisor is one of them.
September 11, 2017
In Fund Manager Game, Consistent Base Hits Beat a Few Home RunsConsistency in fund performance allows your clients to sleep at night, while reducing downside risk helps preserve your clients assets during a crisis.
September 11, 2017
6 ETF Questions Advisors Ask MostFranklin Templeton Investments David Mann outlines some of the main questions his firm gets from ETF clients. The answers will help both investors and advisors.
September 08, 2017
A Walk Through Richard Thaler’s MindFather of Behavioral Finance knocks traditional economic theorists and says we definitely should be worried about todays stock market.
September 06, 2017
Trump Makes Deal With Democrats on Debt-Limit, Harvey AidJust hours earlier, Speaker Paul Ryan had told reporters the Democratic proposal was "unworkable" and "ridiculous."
September 06, 2017
‘Substantial Room for Improvement’ in Investors’ Financial IQ: AMG FundsOnly 9% of survey respondents could correctly identify market risk measures, according to the survey of 1,000 individual investors.
September 05, 2017
Helping Clients Recover Their Retirements: Pt. 1This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.