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
16 Best & Worst 529 College Savings Plans of 2016: Morningstar
By Bernice NapachOf the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
October 31, 2016
Cetera Says It, Too, Will Keep Commissions in Retirement AccountsCetera Financial makes the announcement as it rolls out new technology related to the DOL fiduciary rule.
October 28, 2016
Bill Priest, Active Investing Guru, Ready to Pounce on Passive’s MistakesThe Epoch Investment CEO explains why he thinks its fantastic that investors have poured money into passively managed funds.
October 27, 2016
How an Expected Rise in Inflation Could Impact MarketsIf oil stays at $50 per barrel for the next three months, Loomis Sayles Maura Murphy expects to add 1% to inflation.
October 27, 2016
Most Advisors Confused on DOL Rule’s Impact: Galvin PollA majority incorrectly believes that, despite their work with retirement accounts, the new fiduciary standard wont impact them.
October 27, 2016
DOL Releases FAQs on Fiduciary RuleFirst round of FAQs answers 34 questions on new exemptions and amendments to existing exemptions.
October 27, 2016
Rethinking Asset Allocation for Aging ClientsArbitrary notions about agingand conventional wisdom on managing money for clients in retirementmay be off target.
October 26, 2016
Ian Bremmer: We’re in a Geopolitical Recession; That’s Not the Biggest ProblemThe economist tells Schwab Impact attendees that the more serious problem facing the developed world is the de-legitimization of our leaders.