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
How the VIX Reads S&P 500’s Future
By Joseph HalpernFollowing the Brexit vote this summer and ahead of the impending U.S. presidential election, the VIX has become a bit of a rock star.
October 21, 2016
Advisor Top-of-Mind Index: Volatility, Election, FedAdvisors in Eaton Vance survey said "protecting wealth from market volatility" remains their top concern.
October 20, 2016
ETFs Gather Record Assets in Q3: ETFGIAssets invested in exchange-traded funds and products hit new highs at the end of the third quarter, ETFGI reported.
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.