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
When Should Small Businesses Convert SEPs to 401(k)s?
By Robert Bloink, William H. ByrnesSome small business owners may have started out with a SEP IRA for convenience, but circumstances change.
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.
August 10, 2017
Hedge Fund Manager Points to Gold as Hedge Against Rising Political RiskRay Dalio recommends having 5-10% of assets in gold; current risks are especially challenging to price in.
August 10, 2017
529 College Plans and Taxes: The Basics and Then SomeFind out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
August 10, 2017
More Investors Think Their Portfolios Can Change the WorldInterest in sustainable investing is surging, especially among millennials, the Morgan Stanley Institute for Sustainable Investing reports.
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