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
Valliere Upbeat on Ryan, Economy; Predicts Clinton vs. Rubio Election
By Janet LevauxThe political strategist talks about why both parties are terrified of their presidential front-runners and says the fiscal picture is brighter than many observers think.
October 30, 2015
How Advisors Can Use ETFs to Minimize 2015 Tax BillsNow is the time for investors to sell money-losing ETFs and stocks to offset capital gains in the current calendar year, Ron DeLegge writes.
October 28, 2015
Popular Social Security Claiming Strategy Gutted in Budget BillThe changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
October 26, 2015
Why Ken Fisher Hates AnnuitiesThe Fisher Investments founder tells ThinkAdvisor about what he calls the lies annuity salespeople tell and how he buys clients out of their surrender fees.
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 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?