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
John Bogle: SEC Should ‘Step Up’ and Issue a Fiduciary Rule
By Melanie WaddellBogle said he couldnt imagine an advisor acting as a fiduciary to clients on retirement and failing to do so on other investment advice.
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.
October 25, 2016
GMO’s Grantham: ‘Presidential Cycle’ for Investors Is OverThe GMO strategist says that thanks to the Federal Reserve no more big third-year market gains are possible.
October 25, 2016
Liz Ann Sonders: Risk of Recession Low, but Inflation Picking UpAs for election ramifications, Schwabs investment strategist says history shows that when incumbent party wins, the stock market wins.