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
Social Security COLA for 2017: Expect Tiny Increase, if Any
By Nick ThorntonWhat can retirees expect for a benefits increase for Social Security in 2017? Not much, experts say.
October 05, 2016
Jeremy Siegel on Biggest Threats to Market, Impact of ElectionThe Wizard of Wharton discusses what a Trump or Clinton victory means and how 2016 earnings will set the table for 2017.
October 04, 2016
Morningstar Launches 27 Indexes to Meet ESG Investing AppetiteThe indexes include global and local companies based on their ethical performance and other measures tied to sustainability, the research firm says.
October 04, 2016
Bill Gross: Central Bankers Are Gamblers Fueling ‘Capital Destruction’Janus bond guru compares Yellen, Draghi, Kuroda to delusional gamblers who follow the Martingale System.
October 02, 2016
5 Big Changes Advisors Should Make by Fiduciary Rule Deadline: AssetMarkAs the April 10 deadline approaches, advisors should be taking these key actions to update their practices.
October 01, 2016
The Right Perspective on Low ReturnsWith all the talk of low returns, it's time to check in with clients on their real challenges and their best responses.
September 30, 2016
Morgan Stanley, Goldman Split on Where Treasuries Will End 2016As Morgan Stanley calls for U.S. bond rally in Q4, Goldman joins Gundlach in view that U.S. 10-year yields should rise to 2%.
September 30, 2016
Boomers Are Biggest Investors in Surging ETF Market: StudyInvestors are pouring huge amounts of capital into ETFs, attracted by their low cost and investment flexibility, and boomers are leading the charge.