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
REITs Are Outperforming, but Some Sectors Are Stronger Than Others
By Ginger SzalaBaby boomers and millennials, trendsetters in different ways, are both driving growth in key REIT sectors.
August 16, 2016
Hundreds of Thousands of 401(k)s Up for Grabs After DOL Fiduciary RuleBroker-dealers are wondering what to do with small plan sponsor clients serviced by generalist wealth managers.
August 12, 2016
How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime’In a wide-ranging interview, Greg Valliere, chief global strategist at Horizon Investments, doesn't mince words about either presidential candidate.
August 11, 2016
Clinton’s Fiscal Prudence Runs Counter to Krugman’s Call to BorrowPresidential candidate promises to pay for her programs; Krugman, in contrast, backs using government-debt financing.
August 11, 2016
Famed Investor Bill Miller Leaves Legg Mason After 35 YearsMiller to buy Legg Masons stake in his fund company LMM; move ends Millers long relationship with Legg Mason.
August 10, 2016
TDF Providers Should Offer More Than One Series: CerulliTarget-date fund providers should offer more than one series of TDFs to meet the myriad needs of DC plan providers, Cerulli says.
August 10, 2016
SEC Charges Ex-NFL Player With Defrauding Former Coaches, ElderlyThe player cheated seniors and coaches, donors, alumni and employees of schools out of $10 million, the SEC said.
August 09, 2016
20 Wealthiest US Olympic Athletes in RioSome of the athletes seeking gold this month already have a bit tucked away.