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 Worst States for Retirement: 2016
By Danielle Andrus"Worst" is in the eye of the beholder, but these states present some challenges to retirees.
March 21, 2016
15 Most Overlooked Tax DeductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.
March 16, 2016
Eric Nelson: Save Your Portfolio From Taxes, Low Interest RatesNelson talks to ThinkAdvisor about why DFA funds trounce ETFs, why MLPs are a "tax nightmare" and how not to go broke in retirement.
March 15, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 1: Direct Pay and Custodial AccountsThe high price of college requires careful planning to do so for a child or grandchild in the most tax-efficient way.
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.