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
Eric Nelson: Save Your Portfolio From Taxes, Low Interest Rates
By Jane Wollman RusoffNelson talks to ThinkAdvisor about why DFA funds trounce ETFs, why MLPs are a "tax nightmare" and how not to go broke in retirement.
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.
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.