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
Bank Earnings Could Drop 12% in Q2: FactSet
By Janet LevauxAs JPMorgan is set to report earnings, investors and analysts continue to express concerns about banks and other financial services firms.
July 12, 2016
Are Bonds the New Stocks?Gary Shilling says he has never bought Treasuries for yield but for appreciation. Amid low and negative interest rates, he's not the only one.
July 11, 2016
Alicia Munnell Examines 6 Ways to Boost Retirement SavingsThe Bipartisan Policy Center lists some ideas, but one proposal in particular "severely limits the usefulness of the document," retirement scholar Munnell says.
July 11, 2016
Vanguard, the Unlikely Savior of Active ManagementThe Bogle-founded firm, the champion of passively managed funds, has provided a blueprint for actively managed funds.
July 11, 2016
Top Negotiator Offers Tips for Dealing With ClientsSuccess as an advisor is largely a matter of learning to negotiate, Working with Difficult People author Raphael Lapin tells ThinkAdvisor.
July 08, 2016
Millennials and Attorneys Make the Same 4 Financial MistakesMany successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
July 07, 2016
SMA Manager of the Year Rick Schmidt on Collaboration Without ConsensusIn addition to winning for best international strategy, Harding Loevner won the award for best manager overall.
July 07, 2016
SMA Manager of the Year Mark Wynegar on ValuationTributary Capital Management's Small-Cap Equity portfolio manager shares what he looks for when choosing positions.