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
Fed Hike ‘Not ‘Star Wars’ Big, But Big’: LPL’s White
By Janet LevauxStocks tend to rise the year after a rate hike, but expect a bumpy next few months, LPL investment chief Burt White says.
December 21, 2015
How to Handle Changes to Social Security Claiming RulesAn explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 20, 2015
More Pain Ahead for Commodities in 2016: AnalystsIts been a painful bear year for commodities, and analysts arent holding back on why they think this trend will continue.
December 17, 2015
5 Predictions for Stocks & Earnings in 2016After a disappointing year for the S&P 500, should investors get their hopes up?
December 16, 2015
The World's Smartest Bad InvestorsIt turns out that academic economists have a very hard time being successful investors. Academics in other fields tend to do better.
December 16, 2015
Fed Rate Hike Is Most Important Thing Ever. Oh, Wait.The Fed's liftoff day is here, and I find almost all of the commentary on the subject to be overwrought speculation and blather, Barry Ritholtz says.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
December 15, 2015
3 ‘Compelling’ Reasons to Add Currencies to Portfolios: MerkThe argument for currencies is quite compelling, Merk Investments points out, given low correlations and FX market inefficiencies.