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
Americans ‘Clueless’ About Social Security Benefits: Sen. McCaskill
By Emily ZulzA GAO report commissioned by Sens. McCaskill and Collins found the SSA does not consistently provide key information during the claiming process.
September 13, 2016
ETFs: An Easier Way to Roll Into Retirement, Experts SayRetirement fund experts said ETFs and technology are making it easier, and mostly cheaper, to invest for retirement.
September 13, 2016
‘Pundits’ See More ETF Growth; Reduced Active ManagementMeet the Pundits panel at Morningstar ETF Conference, which included Morningstars Ben Johnson, discusses the declining role of the traditional active manager.
September 12, 2016
ETFs Will Be in DOL’s CrosshairsThe proliferation and variety of ETFs mean that theres potential for bad apples worth investigating, Morningstars Michael Wong said.
September 12, 2016
Fed Officials’ Comments Suggest No Rate Hike Next WeekStocks gained Monday as observers interpreted comments by Fed officials as a sign that rates will be maintained when FOMC meets Sept. 21.
September 12, 2016
Goldman and Citigroup Divided on Whether Bond Rout Will PersistGarzarelli of Goldman sees Treasury yields at 2% by early 2017; Aviva, Aberdeen join Citigroup in seeing no extended losses.
September 12, 2016
This Market Selloff May Be DifferentThe generalized move down in stocks is sparking an interesting discussion about how investors should respond.
September 12, 2016
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and DirexionFidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.