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
Buffett Hits Trump Back: I’ve Paid Taxes ‘Every Year Since 1944’
By Noah Buhayar, Lynnley BrowningBy releasing his tax data, Warren Buffett just fact checked Donald Trump over the candidates claim during the debate.
October 10, 2016
Valliere: How Will Markets React to a Clinton, Trump Victory?Will a President Trump or a President Clinton extend olive branches to appease the markets?
October 10, 2016
Sizing Up Where Clinton & Trump Invest Their MoneyLooking at the candidates personal portfolios based on financial disclosures filed with the Federal Election Commission.
October 07, 2016
One of Gundlach’s Favorite Recession Indicators Just Got TriggeredThe trend in the unemployment rate has flipped from improving to deteriorating.
October 07, 2016
Social Security COLA for 2017: Expect Tiny Increase, if AnyWhat can retirees expect for a benefits increase for Social Security in 2017? Not much, experts say.
October 07, 2016
DOL Fiduciary Rule Forces Merrill to Drop Commission IRAsMerrill Lynch to encourage its retirement clients to move accounts to the BDs Investment Advisory Program.
October 05, 2016
Brown University Endowment Posts 1.1% Loss in ‘Challenging’ YearThe smallest endowment in the Ivy League lost $3.2 billion in the fiscal year that ended June 30.
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.