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
Dartmouth Taps Wealth Manager Ruth to Run $4.5 Billion Endowment
By Michael McDonaldAlice Ruth was investing chief at Willett Advisors in New York; CIO Pamela Peedin is stepping down in April after six years.
March 09, 2017
How Expensive Are Stocks — Really?One way to answer the question: Ritholtz's six rules of valuations.
March 08, 2017
The Bull Market Is 8 Years Old. What’s Next?The second longest post-WWII bull market is supported by strong fundamentals, but P/E ratios are rich by historical standards.
March 08, 2017
Gundlach: Fed to Raise Rates ‘Until Something Breaks’The DoubleLine CEO is bullish on some emerging-market debt and Asia equities; bearish on Europe.
March 06, 2017
Betterment Rebuffs Buffett, Says Sage’s Advice ‘Doesn’t Work Anymore’CEO Jon Stein makes the case that he can top Vanguard index funds, and advisors, in a heated CNBC interview.
March 06, 2017
Research Affiliates Launches Smart Beta Factor Valuation Tool: Portfolio ProductsIn other product news, Hartford Funds expands its socially responsible investing lineup.
March 03, 2017
5 Ways ‘Passive’ Investing Is Actually Quite ActiveIn the end, what is the so-called passive investing trend really all about? Lower costs.
March 02, 2017
Why Trump Advisor Scaramucci ‘Hates’ DOL Fiduciary RuleAt Pershing advisor meeting, an argument for keeping noncorrelated assets in clients retirement portfolios, and a warning on disinflation.