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 the DOL Fiduciary Rule Will (and Won’t) Affect RIAs
By James J. GreenAn early look at the final rule suggests a lesser impact, though compliance caution is still warranted.
April 05, 2016
Q1 Large-Cap Fund Performance Worst in 18 Years: MerrillLess than a fifth of large-cap funds beat the S&P 500, the lowest quarterly "hit rate" since Merrill Lynch started collecting data in 1998.
April 04, 2016
How to Increase Financial Literacy? Start Young, Train TeachersBy the time students reach college and take on heavy debt loads, valuable lessons have been missed, PwC warns.
April 04, 2016
Get Ready for Another Wild Ride in Q2: Schwab StrategistsLiz Ann Sonders, Brad Sorensen and Jeffrey Kleintop say to expect market conditions similar to Q1, including plenty of volatility.
March 31, 2016
Top 4 Stock Picks of a ‘Risk-Averse Contrarian’Mark Travis, co-founder of Intrepid Capital Funds, likes basic, boring businesses and undervalued securities.
March 30, 2016
10 Intriguing Trends of the Ultra-Wealthy: 2016Wealth advisors and private bankers who took Knight Frank's annual survey see less growth ahead for the super-rich.
March 29, 2016
Conducting Due Diligence on Investment Strategists: Beyond AnalyticsDone right, advisors who partner with an investment strategist can find both business-building and client benefits.
March 28, 2016
Passive Beats Active in ’15: ReportThe results of S&P Dow Jones Indices' latest study on fund performance may surprise investors and advisors.