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
How to Succeed in Retirement Investing in the ‘New Normal’
By Philip J. RomeroAs capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
June 29, 2017
Nuveen Sees Rising Demand for Closed-End FundsNuveen's Anne Kritzmire explains why closed-end funds are beneficial to retirees seeking income.
June 29, 2017
Event-Driven Investing: Beyond the Traditional ‘Balanced’ PortfolioThis strategy offers the potential to minimize the drag of inflation and rising interest rates on returns while retaining the opportunity to compound positive performance over time.
June 27, 2017
Not All Active Managers Are Poor PerformersIts more important now than ever to understand how to distinguish truly active, high-performing funds from low-performing closet indexers.
June 27, 2017
Senate Postpones Vote on Health BillTrump calls Republicans to the White House for a meeting at 4 p.m. today.
June 27, 2017
Tactical Investing Tips Advisors Can Use NowThese tools can help advisors express opinions on short-term market movements for opportunistic alpha, or profit from broad-based sector declines in the longer term.
June 27, 2017
The Case for Crypto in Impact InvestingBitcoin and blockchain go beyond just digital currency, according to venture capitalist Jalak Jobanputra.
June 27, 2017
Senators Said to Consider Breaking Fannie Mae and Freddie Mac Into PiecesRepublican Bob Corker and Democrat Mark Warner are reportedly planning the breakup of the two, which the feds took over during the financial crisis.