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
Dow Flirtation With 20,000: A Ceiling or the Santa Claus Rally?
By James J. GreenBrad McMillan of Commonwealth and Jeff Saut of Raymond James are optimistic over a sustained bull market in 2017, this one driven by actual earnings.
December 22, 2016
Lawyers for Wealthy Await Trump’s Estate Tax PlanDespite Trumps vow to end the tax, trust and estate professionals dont appear panicked that a revenue stream is about to dry up.
December 22, 2016
2017 Markets: The Great UnknownInvestment Advisor's Asset Allocation panelists Gary Shilling, Sam Stovall and more deliver their outlooks for the markets and economy in 2017.
December 22, 2016
Dissecting the Donald Trump EffectSo what changes revolutionary or otherwise are in store for advisors and their clients under a Trump administration?
December 21, 2016
The Market Is Ambiguous. Does Your Investment Strategy Need to Be?Since yesterdays winners are so frequently tomorrows disappointments, three suggestions for keeping your clients invested regardless.
December 21, 2016
Investors Beware: Tax ‘Volatility,’ Regulatory Upheaval on HorizonFriedman and Valliere look at changes in retirement, tax, entitlement and investing policies coming in 2017.
December 21, 2016
A $33 Billion Manager Who Bought at Low Shifts to CashDavid Samra, the award-winning stock picker, is boosting cash holdings close to their limit in a market he sees as lacking buying opportunities.
December 20, 2016
El-Erian Says Sustaining Trump Rally Depends on Germany, China"Its not just about implementing policies at home," he says, adding that today's valuations suggest no policy mistakes or accidents.