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
House GOP Introduces Bill to Overturn DOL Fiduciary Rule
By Melanie WaddellThe Affordable Retirement Advice for Savers Act is a "more responsible solution," Rep. Phil Roe says.
June 05, 2017
The Active Equity Renaissance: New Frontiers of RiskOne modern portfolio theory pillar that is unquestionably broken is the use of volatility, specifically standard deviation, as a measure of risk.
June 05, 2017
5 Best Countries for Affordable Health Care in RetirementWhile costs rise in the U.S., expats overseas can get fully insured from just $80 a month in some countries, International Living reports.
June 05, 2017
Alan Alda: How Advisors Can Communicate BetterThe actor who played Capt. Hawkeye Pierce on M*A*S*H shared with ThinkAdvisor some indispensable advice for financial advisors.
June 05, 2017
Fidelity Launches Municipal Income 2025 Fund: Portfolio ProductsAlso, Gurtin Municipal Bond Management launched a Municipal Social Advancement strategy.
June 02, 2017
Economist Goodfriend Said to Be a Finalist for Trump Fed NominationMarvin Goodfriend is former director of research for Richmond Fed; Quarles also among candidates for Trump Fed nomination
June 02, 2017
How Do Sectors, Growth & Value Perform in Bull Markets?Morningstar analyst breaks down the performance results, revealing some surprising findings.
June 02, 2017
Private Equity Is Family Offices’ Biggest Investment: StudySome families prefer to invest directly, citing higher expected returns, Campden Wealth says.