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
Glory Days Are Over: 4 Tips for Investing in a Low-Return World
By Daniel S. KernRonald Reagan and Paul Volcker helped plant the seeds for more than 30 years of growth, but many trends are slowing or reversing.
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.
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.