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
Mergers Raise Prices, Not Efficiency
By Noah SmithThe data show that while mergers may work out well for shareholders, they don't help the economy grow.
October 20, 2016
Market Timing Works, but It Mucks Things UpThe questions on timing: 1) Can it really work for asset managers? 2) Should investors buy into it? 3) How does it affect the market?
October 19, 2016
6 Companies With the Best Retirement PlansThese companies offer their employees a chance at a good retirement, in ways that range from pension plans to generous matching 401(k) contributions.
October 19, 2016
Financial Services Explained, Pt. 1: The Cost of EverythingIn the first of a series, we look at how advisors young and old can benefit from understanding how the industry works for your clients.
October 19, 2016
Why Buying Mutual Fund Winners Can Hurt Portfolios: CFRATodd Rosenbluth, director of ETF and mutual fund research at CFRA, explains why funds can lead, then lag over a short period of time.
October 17, 2016
Schwab Profits Soar 33%, Beat Estimates: Q3 EarningsThe firms robo-offering now has $10.2 billion in assets, and its pre-tax profit margin topped 41% in the latest period.
October 14, 2016
For Pre-Retirees Delaying Social Security Benefits, New Tools May Help Fill IncomeLifeYield enhances its Social Security Advantage platform to help advisors replace income when clients delay Social Security benefits.
October 11, 2016
America’s New Normal Will Look Pretty Slow: Fed EconomistSan Francisco Feds Fernald sees productivity key uncertainty; tepid growth will mean weaker wages and tax revenue gains.