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
How a UK Advisor, Strategist Handled Brexit
By Janet LevauxLondon-based Raymond James wealth manager Matthew Hunt and his colleague, Chris Bailey, say their clients arent panicking as "the dust settles."
June 27, 2016
How Advisors Are Tackling VolatilityAdvisors and investors agree volatility is the top macro threat to portfolios, a Jefferson National survey finds.
June 26, 2016
I Don't Hate Gold. I Just Don't Love It.The underlying reason I love to write about gold is because it offers so many lessons about the behavioral errors of investors.
June 24, 2016
Brexit: The Political, Market and Portfolio ImplicationsThe U.K. "divorce" from Europe may be messy, but keep the turmoil in perspective, investment strategist Daniel Kern writes.
June 24, 2016
Brexit Aftermath: 5 Key Areas Financial Advisors Should WatchDont let the volatility in the markets worry you, since no one knows what will happen next, but here are some things to watch for.
June 24, 2016
7 Lessons From the U.K.'s Departure From EUThe "leave" decision is about much more than a narrow majority of citizens refusing to follow their political leaders.
June 22, 2016
ESG Analysis ‘More Dynamic,’ but Ambivalence RemainsTension between ESG criteria and financial performance is slackening, but impact investing still has its skeptics.
June 21, 2016
New Firm Caps Account Fees at $1,500With new portfolio-building technology, traditional fee structures just don't make sense, says CEO Scott MacKillop of First Ascent Asset Management in Denver.