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
New Fannie Mae Policies Help Student Borrowers Get Mortgages
By Bernice NapachThe policy changes reduce the cost of cash-out refis for student loan borrowers.
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.
April 21, 2017
What’s Best Investment Since 2000? Most Americans Guessed WrongHarris Poll survey finds widespread unawareness of the top-performing asset classes since 2000.
April 21, 2017
Bob Doll: How to Choose the Right Active ManagerDoll broke down the four factors that he believes make for successful active equity managers.
April 21, 2017
U.S. Stocks Should ‘Terrify’ Janet Yellen: Billionaire InvestorPaul Tudor Jones says U.S. market cap to GDP ratio highest since '00; stocks could rise higher after French election.
April 21, 2017
Trump’s Tax Plans Coming Next Week, White House Official SaysWord comes as president approaches end of his first 100 days; key Senate panel said not to have seen final details yet.