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
7 Tips to Maximize Social Security Benefits From an Ex-SSA Director
By Bernice NapachWith all of the rules and changes in Social Security, Kurt Czarnowski offers tips and advice to advisors.
September 08, 2016
Morningstar to Launch Analyst Ratings for ETFsThe Chicago-based fund research firm is also 'collapsing' open-end funds, ETFs into the star rating.
September 08, 2016
Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will SufferThe fiduciary standard rules overriding emphasis on fees is deeply flawed, says the academic. His short-term prognosis for the annuity industry? Poor.
September 08, 2016
RIAs’ Use of ETFs Continues to Climb: Schwab StudyNearly 48% of RIAs say ETFs will be the "dominant investment" type in the portfolios they manage, Schwab survey found.
September 07, 2016
Top 20 Largest Pension Funds in the WorldResearch shows assets fell 3% in 2015 for the world's 300 biggest funds, but growth since financial crisis is up 19%.
September 07, 2016
Schwab’s Kleintop: Stocks Are ‘Vulnerable to a Pullback’The strategist points to a big gap between earnings expectations and reality in the face of weak global growth.
September 06, 2016
Remembering September 11: Lon DolberThe 2016 Broker-Dealer of the Year in Division III recalls his firm's first day of business.
September 06, 2016
Dividend Aristocrats Outperform S&P 500 With Less Volatility: ReportThis index of 50 stocks has consistently outperformed the S&P 500 while exhibiting lower volatility.