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
15 Most Overlooked Tax Deductions
By Marlene Y. SatterKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.
March 14, 2016
8 Odd Tax Deductions That Actually WorkedTax Court sometimes rewards brave souls who dare to ask for a break even a strange one.
March 14, 2016
Fed Behind 93% of S&P Rise Since ’08: EconomistWe had our tech bubble, our credit bubble and then our Fed bubble, says Brian Barnier of ValueBridge.
March 14, 2016
Cash Is Riskiest Investment for Retirees: Legg MasonExecutive Vice President Tom Hoops of Legg Mason gave three alternative solutions to holding cash.
March 11, 2016
Oil Prices: Has the Drop Stopped or Just Paused?Some new data makes that case, but there are many variables at play, according to analysts.
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.