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
With BRC Acquisition, 361 Capital ‘Exploits’ Analysts’ Behavior
By Emily ZulzThe behavior that 361 Capital and BRC Investment Management try to take advantage of: analysts changing their estimates.
November 16, 2016
Gundlach: Post-Election Markets ‘Confused’; Avoid ‘FANG’ StocksThe DoubleLine CEO says higher rates and inflation are coming, but Trump has no magic wand for economic fixes.
November 16, 2016
Everyone Knew Trump Would Win All AlongAs an example of hindsight bias and how outcomes affect narratives, consider the presidential election.
November 15, 2016
Black Swans, Trump’s Victory, DOL Rule: Black Swan Expert ExplainsDr. Renaud Piccinini, a risk authority and black swan expert, discusses Trumps election, risk management and the DOL fiduciary rule.
November 15, 2016
15 U.S. Companies With Lowest Overall Tax Rates: 2016Of the S&P 100 companies, only one is paying a negative overall tax rate and is therefore due a discrete net tax benefit.
November 14, 2016
SEC Chief White to Step Down in JanuaryWhite has championed a fiduciary rule for all advisors and pressed Congress to raise its budget so it could increase investment advisor exams.
November 14, 2016
7 Steps Wealthy Are Taking to Reap Trump’s Tax BonanzaEven middle-income Americans are moving to profit in 2016 from lower taxes in the future.
November 14, 2016
Top 10 Funds in 401(k)sWhen it comes to outfitting their 401(k) plan menus, sponsors suffer no shortage of options.