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
U.S. Economy SLUGish; Brexit Shock Lingers: Schwab’s Sonders
By Emily ZulzThe U.S. economy continues to move like a SLUG with Slow, Lumbering, Unstable Growth, according to Liz Ann Sonders.
July 05, 2016
15 Best US Cities for Retirement: 2016Bankrate scored nearly 200 cities on cost of living, walkability, health care and other factors.
July 05, 2016
Brexit, Italexit: Investor Stress? Yes. Buying Opportunity? Yes.As with most negatively perceived market events, investors overreacted to the Brexit news. However, like every other overreaction, this one had a silver lining.
July 01, 2016
Innovation, Quality Data Are Key to Impact InvestingAdvisors must look for innovative business models and do deep analysis to design impact portfolios for clients, ESG investing experts say.
July 01, 2016
How One Portfolio Manager Used Brexit to His AdvantageIt got ugly, and it gave me an opportunity to put some money to work, said Mark Travis of Intrepid Capital Funds.
July 01, 2016
Oil Trades Near $50 After Biggest Quarterly Advance Since 2009WTI crude increased 26% in the second quarter and Brent rose 25% as U.S. stockpiles slipped for the sixth week and production extended its slide.
July 01, 2016
Gold Set for Longest Run of Gains in 2 Years on Stimulus BetsUncertainty is propelling gold and silver higher as investors continue to pile into gold-backed funds.
July 01, 2016
Brexit’s Inevitable Impact: Lower Equity Valuations—Searching for Alpha for July 2016While lower valuations don't automatically translate to lower stock prices, uncertainty is sure to reign.