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
Wells Fargo Customers Sue, Claiming Auto Insurance Scheme Was Scam
By Laura J. Keller, Margaret Cronin FiskCustomers accused the bank in a lawsuit of forcing them to pay for unnecessary auto insurance that drove some of them into a financial spiral.
July 31, 2017
Peter Mallouk Wants a Few Good Advisors, With No AssetsPeter Mallouk, president of Creative Planning, tells ThinkAdvisor what he looks for in his wealth managers and why brokers need not apply.
July 31, 2017
Fed's Fischer Warns Political Uncertainty Hurts Economic GrowthLong-term trends hold down global rates, and lack of clarity on heath care and taxes erodes business confidence, the Fed vice chairman says.
July 31, 2017
Top 10 Real Estate ETFs and Mutual FundsThe top 5 real estate ETFs have outperformed the top 5 real estate mutual funds and the S&P 500 year-to-date.
July 31, 2017
If You Must Invest in Commodities, Here’s HowThere are ways to access the asset class without investing directly in futures.
July 28, 2017
2 Very Different Approaches to Sustainable InvestingOne excludes ESG ratings; the other creates its own ratings using artificial intelligence and big data.
July 28, 2017
Trump Replaces Priebus as Chief of Staff With DHS Chief KellyPriebus ouster follows clash with new top aide Scaramucci; news shared by the president on Twitter.
July 28, 2017
Retail Investors Were Raring to Go in First Half: SchwabThe U.S. stock market outlook is much more bullish than a year ago, according to a Schwab survey of retail clients.