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
U.S. Stocks Should ‘Terrify’ Janet Yellen: Billionaire Investor
By Katherine Burton & Katia PorzecanskiPaul Tudor Jones says U.S. market cap to GDP ratio highest since '00; stocks could rise higher after French election.
April 20, 2017
The Biggest Concerns of Not-for-Profit Plan Sponsors: TIAA ReportTIAA suggests ways plan sponsors can prepare employees for successful retirement.
April 20, 2017
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor StudyDalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism silly.
April 20, 2017
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation SourceA Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
April 19, 2017
Ric Edelman Unveils Novel Social Security Supplement PlanEdelmans plan asks the government to set aside a small one-time sum in a trust fund for each child born in the U.S.
April 18, 2017
Even Fiduciary Champions Push DOL to Change RuleComments from fiduciary rule supporters, like the Investment Adviser Association and Vanguard, urged the Labor Department for revisions.
April 17, 2017
The Game Theory of Overbooking FlightsDelta said it could increase the incentives for voluntary denied boarding. But what if insights from game theory inform passengers reactions?
April 14, 2017
GOP Proposes Radical Change to 401(k) SystemMove to Roth system could have unintended consequences, including killing employers' incentives to offer defined contribution plans.