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
The Bull Market Is 8 Years Old. What’s Next?
By Bernice NapachThe second longest post-WWII bull market is supported by strong fundamentals, but P/E ratios are rich by historical standards.
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.
March 01, 2017
Buffett Backlash: Fund Execs Criticize Sage’s Grim View of Active InvestingPassive index funds are not necessarily the best investments for all investors at all stages of their lives, some fund professionals argue.
February 28, 2017
Buffett’s 8 Nuggets of Investing Advice: Berkshire Shareholder Letter 2017The Oracle of Omaha spells out the secrets of his success in his yearly letter to Berkshire Hathaway shareholders.
February 27, 2017
11 Best & Worst Broker-Dealers: Q4 Earnings, 2016Earnings growth in the financial sector has been robust so far, according to LPLs CIO Burt White.
February 24, 2017
Wait for It: Buffett Set to Release Investor LetterThis weekend marks the expected release of the Oracle of Omaha's yearly message to market participants.