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
As Fed Meanders on Rate Hikes, a Little Leverage for Investors
By Anne W. KritzmireThe 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 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.
April 21, 2016
DOL Rule Headache Solved? Dalbar Rolling Out Fee Calculator for AdvisorsThe tool aims to help advisors determine "reasonable" fees based on the level of skill, time and other costs involved in providing their services.
April 15, 2016
10 Dumbest States for Financial IQ: 2016While even the best states leave much to be desired in WalletHub's study, financial literacy in these states is even more of a problem.
April 13, 2016
Meb Faber’s Radical Dividend Investing Strategy: Avoid Dividend StocksThe money manager and popular blogger told ThinkAdvisor how he is questioning one of the most hallowed strategies of investing.