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
Top 10 Retirement Planning Mistakes Lawyers Make
By MP McQueenBig-firm lawyers may be smart and successful, but they make retirement planning mistakes just like everyone else, say financial planners.
August 29, 2016
Wall Street Redoubles Fight to Manage $100 Billion of EndowmentsHelping endowments manage their investments has grown into an almost $100 billion business thats attracted stiff competition from banks, consultants and boutiques.
August 29, 2016
When Clients’ Mental Capacity Diminishes: An Advisor’s RoleHere are the signs of dementia and other forms of cognitive decline, and how advisors can help the client and her family while protecting themselves.
August 26, 2016
Will Smith’s 8 Life Lessons for AdvisorsThe movie star told LPL Financial reps how he became and remains a global superstar.
August 26, 2016
MSCI Change Will Boost REITs’ VisibilityThe long-awaited reclassification of real estate as a separate investment sector from finance occurs at an especially fortuitous time for REITs.
August 26, 2016
What Advisors May Not Know About the DOL Fiduciary RulePension law attorney Marcia Wagner lays out not just the basics of the rule but some details that may surprise you.
August 25, 2016
Are Index Funds Communist?Indexing is cheaper, yes, but that's because active management has positive externalities, and if no one will pay for it, those benefits will disappear.
August 25, 2016
How to Build Tax-Efficient Withdrawal Strategies for RetirementTax advisor Robert Keebler lays out a timeline for creating "tax alpha" for clients.