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
Are Bonds the New Stocks?
By Bernice NapachGary 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
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.
July 07, 2016
SMA Manager of the Year Geeta Aiyer on Creating Value in ESG InvestingSome advisors have hesitated to put their clients in ESG investments because they believe they don't provide the same rates of return as traditional products.
July 07, 2016
SMA Manager of the Year Justin Greene on DOL Fiduciary RuleRussell Investments managing director explains how firms can be sustainable under new fiduciary rule.
July 07, 2016
SMA Manager of the Year Cory Robinson on Bond DurationTJIM's Cory Robinson talks about what duration means for bond strategies in low-interest rate environments.