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
Thinking Clearly Amid Investment Data’s Buzz
By Marshall JaffeCareful investment requires making sense of a chaotic world.
February 29, 2016
Buffett’s 6 Nuggets of Investing Advice: Berkshire Shareholder LetterThe Oracle of Omaha spells out the secrets of his success in the 2015 Berkshire Hathaway shareholder letter.
February 29, 2016
Smart Beta Strategy Is Ripe for a ‘Crash’: Research AffiliatesSmart beta has performed well because of its growing popularity, not its actual strategy, a Research Affiliates report says.
February 26, 2016
How Advisors Can Protect Lawyers’ Retirement Funds From a CrashSome lawyers have an uncomplicated retirement plan ... Keep working, one lawyer says. But advisors have other ideas to help protect their nest eggs.
February 24, 2016
5 Trends Driving the Future of Sustainable InvestingSustainable investing is entering the mainstream, but tomorrows approaches, and client expectations, will be very different, Daniel Kern writes.
February 23, 2016
The Annuity 99% of Clients Should Avoid (and One That’s Better): Jane Bryant QuinnThe longtime personal finance commentator tells ThinkAdvisor about the type of annuity she has a new respect for and one that should give clients pause.
February 23, 2016
Global Investor Confidence Mixed After ‘Interesting’ February: State StreetEuropeans' confidence dropped sharply while North American and Asian investors were actually more optimistic this month, State Street said.
February 22, 2016
Deutsche Bank Analyst Kept Some Doubts to HimselfDon't put incriminating things in writing to yourself. What is the purpose of that?