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
For Pre-Retirees Delaying Social Security Benefits, New Tools May Help Fill Income
By Emily ZulzLifeYield enhances its Social Security Advantage platform to help advisors replace income when clients delay Social Security benefits.
October 10, 2016
Mexican Peso Strengthens on Trump Woes, Rising OilThe currency has become a bellwether of the presidential elections, according to one analyst.
October 10, 2016
Tech, Energy Propel Hedge Funds’ September Gain: HFRThe HFRI Fund Weighted Composite Index gained a bit in September, posting its seventh straight positive monthly performance.
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.