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
Fed Behind 93% of S&P Rise Since ’08: Economist
By Janet LevauxWe had our tech bubble, our credit bubble and then our Fed bubble, says Brian Barnier of ValueBridge.
March 09, 2016
10 Reasons Gundlach Sees a Bear MarketDoubleLine CEO Jeffrey Gundlach lays out some dismal data on stocks and other asset classes.
March 09, 2016
What Doesn’t Kill Bull Market in S&P 500 May Make It StrongerThis pervasive pessimism, skepticism and unwillingness to invest is unusual for a bull market, Liz Ann Sonders said.
March 09, 2016
Top 20 Richest Colleges of 2015: The Biggest EndowmentsA down year for markets meant that the richest endowment funds stayed about even, with the big gains of recent years but a memory.
March 09, 2016
Why Don’t Investors Stay True to Their Principles? Think Self-DeceptionAmid volatile markets, the temptation to stray is particularly intense, but behavioral finance's insights show how to buck this self-defeating trend.
March 08, 2016
11 Best & Worst Broker-Dealer 401(k) Plans: 2016The difference between a high-rated and a low-rated plan can add up to tens of thousands of dollars in lost savings, according to BrightScope.
March 04, 2016
Why We Fear the IRSThe IRS is incredibly powerful, and the tax code is incredibly opaque.
March 04, 2016
Are 7% of Brokers Really Behaving Badly?A recent study found 7.7% of brokers had a record of misconduct over a 10-year period. But not everyone thinks the study holds up.