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
How to Navigate ‘Unprecedented’ Uncertainty on Tax Reform
By James J. GreenNot a foregone conclusion that estate tax will be repealed under Trump, says Brown Brothers Harriman's Adrienne Penta, but some steps might make sense now.
December 06, 2016
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
December 06, 2016
Joel Bruckenstein: DOL Rule Is Coming; Time for a Tech UpdateThe advisor tech guru talks to ThinkAdvisor about what the DOL rule means for advisors, technologically speaking.
December 05, 2016
What the Future of Social Security Looks Like: Bill ReichensteinReichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
December 01, 2016
Beware of Data Mining: Market Lessons From the ElectionIf a gold mine is a hole with a liar standing on top, a successful data miner is a quant with data lying to himself.
November 29, 2016
The Blue State Plan to Fix RetirementCalifornia, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work.
November 28, 2016
Welcome to Silly Season, aka Market Prediction TimeTaking a consistent, disciplined approach to investing will benefit you and your clients much more than following the top picks of the market prognosticators.