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
Thrivent Fights DOL Fiduciary Rule’s Anti-Arb Clause
By Melanie WaddellThe DOL's statement that it won't enforce the anti-arbitration rules under BICE doesn't address Thrivent's concerns, the insurer's lawyer says.
August 18, 2017
25 Most Popular Stocks for Hedge Funds in Q2One tech company was on both the most-bought and the most-sold list in the second quarter, according to WalletHub.
August 17, 2017
When Should Small Businesses Convert SEPs to 401(k)s?Some small business owners may have started out with a SEP IRA for convenience, but circumstances change.
August 16, 2017
Just Say No to the S&P 500, GMO Warns InvestorsGMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
August 14, 2017
Understanding Deferred Variable Annuities’ Two PhasesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
August 14, 2017
How to Spot a Bull or Bear MarketDefining a market by percentage changes doesn't offer the insight needed to make investment decisions.
August 14, 2017
2 Key Times to Invest in Actively Managed FundsWhen should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
August 14, 2017
Using Sharpe’s ‘Tracks in the Sand’ to Build Better PortfoliosLooking at a fund managers behavior is key to determining whether their investment style is appropriate for your clients.