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
Impact Investor Assets Grew 18% Between 2013 and 2015: Survey
By Michael S. FischerInvestors were highly satisfied with both financial returns and impact performance, according to a GIIN survey.
December 28, 2016
Oil Trades Near 17-Month High as Market Seen Balancing in 2017Iraq, Venezuela said to implement production cuts on Jan. 1; OPEC and non-OPEC monitoring panel will meet to track compliance.
December 27, 2016
The Risks & Rewards of ESG-Based Investing: FinkeA March 2016 Gallup survey found that 64% of Americans are either worried a great deal or a fair amount about climate change, up from 51% in 2011.
December 27, 2016
Banks, Broker-Dealers Poised for a 'Terrific' 2017Dick Bove and other analysts are bullish on large financial companies, and their BDs, for a host of reasons.
December 27, 2016
Dow Flirtation With 20,000: A Ceiling or the Santa Claus Rally?Brad 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 27, 2016
U.S. Consumer Confidence Jumps to Highest Level Since 2001Measure of Americans expectations surges to a 13-year high after Trump election; more households expect better economy, labor market in year ahead.
December 27, 2016
The Year in Alternative Investments: What Happened; What's ComingHere's a look back at some of the highlights of the alternative investment space in 2016 and a look at one emerging trend.
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.