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
Fee-Only Fiduciary Confusion From the CFP Board
By Bob ClarkA reader's use of the CFP Board as the poster boy for run-amok regulation over seemingly nebulous definitions, like fee-only, is sobering.
April 26, 2016
As Fed Meanders on Rate Hikes, a Little Leverage for InvestorsThe Feds pause on short-term rates may keep leverage costs low for a while; leveraged closed-end funds could help investors earn additional income.
April 25, 2016
Selective Opportunities in Natural GasTwo experts share where they see the best prospects for growth and profits in the sector.
April 25, 2016
The .400 Hitter and the Investment SuperstarWhy outsize performance is getting harder to achieve.
April 22, 2016
3 Alternative Investing Strategies to WatchTom Florence, 361 Capital CEO, thinks multi-strategy alternatives could be the first alt strategy used in the defined contribution market.
April 22, 2016
When It Comes to Active vs. Passive Funds, Fees Matter: MorningstarThe research group tackles the active vs. passive management debate by zooming in on the role of fund fees.
April 22, 2016
Bullish Sentiment Surges in Second Quarter: E-Trade SurveySixty-one percent of retail investors in E-Trade Financials second-quarter tracking poll were bullish about the current market, up significantly from the first quarter.
April 22, 2016
What Do You Think About DOL Fiduciary Rule? Take a 10-Question PollHow do you feel about the fiduciary rule? 1) Its a new era of unicorns and rainbows; 2) My anger burns like a thousand suns.