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
7 Steps Wealthy Are Taking to Reap Trump’s Tax Bonanza
By Ben StevermanEven middle-income Americans are moving to profit in 2016 from lower taxes in the future.
November 14, 2016
How to Implement a Factor-Based PortfolioYouve likely heard a lot about what factor-based investing is. Now, heres how to do it.
November 11, 2016
This Bull Market Has Room to RunAre we in a cyclical bull market coming to an end or in the early years of a secular bull market? The answer could have a significant impact on the way portfolios perform.
November 11, 2016
Trump on Trade: Some Risk, but Recession ‘Not Likely,’ Kleintop SaysSchwabs Kleintop suggests China is heartened by Trump election; warns that European elections may be harbinger of protectionism.
November 10, 2016
Don’t Overreact. Stay Optimistic. Advice From Advisors Post-ElectionWhether its been clients or media asking advisors the questions, the advice has been the same: Focus on the long term.
November 10, 2016
Valliere: President Trump Is a 9.0 ‘Policy Earthquake’Washington analyst Greg Valliere says that the policy changes Trump and Republicans will pursue will be staggering.
November 09, 2016
Gundlach Said Trump Would Win—but How’d He Know?The DoubleLine CEO, still bearish on bonds, says the Republican represented change for many voters.
November 09, 2016
With Trump, GOP in Control, Investment Strategists See Volatility, UncertaintyJPMorgans David Kelly thinks Trumps bigger proposals will be modified by establishment Republicans.