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
Hedge Fund Manager Points to Gold as Hedge Against Rising Political Risk
By Ivan LevingstonRay Dalio recommends having 5-10% of assets in gold; current risks are especially challenging to price in.
August 08, 2017
Boomers Who Refuse to Sell Are Dominating the Housing MarketOlder Americans own half of houses, squeezing out youngsters; why one 23-year-old cruises streets and knocks on doors
August 08, 2017
Buffett Nears a Milestone He Doesn't Want: $100B in CashWhile that figure highlights the staggering moneymaking ability of the businesses hes collected over the years, its also a burden.
August 08, 2017
IRA Rollover Traps Lurk Under DOL Fiduciary RuleAdvisors must proceed with caution when discussing a clients existing retirement assets to comply with the rule or avoid its application entirely.
August 07, 2017
Stock Strategists Are Getting Nervous About the MarketSharp gains in stock prices so far this year coupled with continued low volatility are leading some market strategists to urge caution.
August 07, 2017
What a Long, Strange TripAn old Grateful Dead song provides an appropriate synopsis of the market environment in which U.S. investors find themselves today.
August 04, 2017
DOL Releases New Fiduciary FAQ on Retirement PlansERISA attorneys view guidance as favorable, with one warning of potential "traps."
August 04, 2017
Vanguard Puts Rival Firms on Notice: Fee Wars Will Only Heat UpFund giant will continue pushing fees down as it grows: Were going to do it across every product, incoming CEO says.