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
Helping Clients Recover Their Retirements: Pt. 1
By Philip J. RomeroThis column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
August 30, 2017
Grantham: ‘Tremendous’ Investing Opportunities in Climate ChangeGMO's Lucas White and Jeremy Grantham write that investors focused on clean energy and climate change mitigation could reap "heroic returns."
August 28, 2017
How America's Top 1% Keeps Getting RicherInvesting in stock may work better than investing in residental real estate.
August 28, 2017
5 Investment Lessons From ‘Game of Thrones’Disruptive technology, diversity and family succession planning are central to the struggle for supremacy in the fictional world of Westeros.
August 23, 2017
Advisors Sticking With Active Investments: Practical PerspectivesMost advisors have not changed their overall use of actively managed solutions in the past 12 months.
August 22, 2017
Thrivent Fights DOL Fiduciary Rule’s Anti-Arb ClauseThe 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 21, 2017
Study Shows 96% of Stocks Don’t Beat Treasuries in Long TermProfessor Hendrik Bessembinder was surprised to find that market gains were attributable to only a small number of "powerhouse" stocks, he told ThinkAdvisor.
August 21, 2017
Life Agents Face Internal Awareness Threat: Marvin FeldmanThe head of a major outreach campaign wants producers to reach out to their home offices.