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
Popular Social Security Claiming Strategy Gutted in Budget Bill
By Melanie WaddellThe changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
October 23, 2015
IMF Said to Give China Strong Signs of Reserve-Currency NodThe U.S. took a step toward backing Chinas bid recently, by softening its insistence that the Chinese implement financial reforms to win support.
October 23, 2015
Monopolies Don't Give Us Nice ThingsWhy in the presidential debates is there no discussion of the proper role of regulation in modern capitalism?
October 20, 2015
Obama Keystone Veto Seen Helping Canada’s Trudeau Reset U.S. AllianceCanada's new prime minister has signaled soft support for the oil industry and oil pipelines, according to one expert.
October 20, 2015
High Yield: Are ‘Fixed Income People’ Smarter Than ‘Equity People’?What are junk spreads telling us about equity risk?
October 20, 2015
Using Options Strategies With ETFsWhile the trading and tax advantages of ETFs are typically well known, the ability to trade options on an ETF is an underutilized benefit.
October 19, 2015
11 Cool Crowdfunded ProductsCheck out these novel products that came to market because of crowdfunding plus the three-wheeled $7,000 vehicle seeking funding now.