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
Why Don’t Investors Stay True to Their Principles? Think Self-Deception
By Stephen WendelAmid volatile markets, the temptation to stray is particularly intense, but behavioral finance's insights show how to buck this self-defeating trend.
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.
March 03, 2016
Trump, Anti-Establishment Politics Baffle Markets: El-ErianThe future of the U.S. economy is an "open question" given the political situation, says the Allianz economic advisor.
March 02, 2016
A Fair Way to Tax Dynastic WealthBoth Hillary Clinton and Bernie Sanders are overlooking a fairer and more productive way to tax inheritances.
March 02, 2016
IRS’s Top 12 Tax Scams for 2016: The ‘Dirty Dozen’Almost as certain as death and taxes is the perennial appearance during tax season of scammers and evaders.
March 01, 2016
Thinking Clearly Amid Investment Data’s BuzzCareful investment requires making sense of a chaotic world.
March 01, 2016
Crowdfunding and Peer Lending: Time to Swim With the Sharks?Clients are showing interest in nontraditional funding techniques; advisors can help them understand the risks and benefits.
March 01, 2016
From Clinton to Trump: Tax Plans of 6 Presidential CandidatesThe presidential candidates' tax policies vary widely. Here are the plans' long-term effects on the economy, according to the Tax Foundation.