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
10 Reasons Gundlach Sees a Bear Market
By Janet LevauxDoubleLine CEO Jeffrey Gundlach lays out some dismal data on stocks and other asset classes.
March 09, 2016
Why Don’t Investors Stay True to Their Principles? Think Self-DeceptionAmid volatile markets, the temptation to stray is particularly intense, but behavioral finance's insights show how to buck this self-defeating trend.
March 08, 2016
11 Best & Worst Broker-Dealer 401(k) Plans: 2016The difference between a high-rated and a low-rated plan can add up to tens of thousands of dollars in lost savings, according to BrightScope.
March 04, 2016
Why We Fear the IRSThe IRS is incredibly powerful, and the tax code is incredibly opaque.
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.