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
When Clients’ Mental Capacity Diminishes: An Advisor’s Role
By James J. GreenHere 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
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.
August 25, 2016
A DOL Fiduciary Rule Compliance ChecklistHeres a pithy, practical six-point checklist to help advisors of all stripes comply with the DOL rule.
August 24, 2016
Can Markets Predict Presidential Elections?Low volatility this summer may be an indication the stock markets are beginning to price in a Clinton win, according to LPL CIO Burt White.
August 24, 2016
Saving for College at an All-Time High: FidelityThe number of American families saving for their childrens higher education has increased 24% in the last 10 years, Fidelity found.
August 24, 2016
Time for Fed to Normalize Rates: LPL's WhiteThe chief investment officer of the IBD says that low interest rates are doing more economic harm than good.