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
Michael Lewis: A Warning for Index Investors From the Oakland A's
By Ginger SzalaAt Morningstar conference, the author of "Moneyball" talks about what indexers in particular should learn from his baseball book and what he thinks of Trump.
April 27, 2017
AdvisorEngine Acquires Practice Management Firm KredibleKredible uses industry-specific research on HNW prospects to help financial advisors develop their online presence.
April 27, 2017
New Fannie Mae Policies Help Student Borrowers Get MortgagesThe policy changes reduce the cost of cash-out refis for student loan borrowers.
April 27, 2017
Advisors on Trump’s Tax Plan: Praise, Concern and ShrugsNone of the capital gains savings or corporate tax cuts directly affect IRAs, 401(k)s or Roth IRAs.
April 27, 2017
Tax Cuts to Happen in ’17, but Not Reforms: Andy FriedmanAlso at the Raymond James conference, CEO Paul Reilly says cuts could benefit some advisors doing business as S Corps and LLCs.
April 26, 2017
White House Unveils Trump’s First Tax-Cut Bid, Corporate Rate of 15%Tax plan calls for shift to territorial system for companies; top individual tax rate would be cut to 35% from 39.6%.
April 26, 2017
3 Trends Advisors Need to WatchAuthor and former presidential advisor Pippa Malmgren lays out what's happening in the global economy at Raymond James' national event.
April 25, 2017
The Human Side of Financial Planning: George Kinder Talks About Dick WagnerI dont think that life planning as we or I know it would exist if it werent for Dick, according to George.