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
When It Comes to Active vs. Passive Funds, Fees Matter: Morningstar
By Janet LevauxThe research group tackles the active vs. passive management debate by zooming in on the role of fund fees.
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.
April 12, 2016
Condom Pizza and Breast Milk Shots: True Stories From a Woman on Wall St.Seven-year Bear Stearns veteran Maureen Sherry talks to ThinkAdvisor about the harassment she received from male co-workers so brazen it inspired a fiction book.
April 11, 2016
Top 10 Smartest States for Financial Literacy: 2016These states' residents are the most likely to save money for emergencies, spend less than they earn and perform other healthy financial habits.
April 11, 2016
Don’t Give Stocks a Due Diligence Pass They Don’t DeserveIf mutual funds could get away with the minimal amount of disclosure that's expected of public companies, investors would probably run away.
April 11, 2016
Modestly Positive Q1 for Mutual Funds, but One Sector Jumps 42%: LipperLipper breaks down the winners and losers in mutual fund performance for the quarter.