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
Using Options Strategies With ETFs
By J.J. SchenkelbergWhile the trading and tax advantages of ETFs are typically well known, the ability to trade options on an ETF is an underutilized benefit.
October 15, 2015
12 Worst States for Advisor Pay: 2015Cost of living and salary differences must be weighed when looking at locations to set up your advisory shop.
October 13, 2015
Fund Managers Chilling Out About China, See No Fed Rate Hike in 2015Only 47% of fund managers see a Fed rate hike this year, down from 58% in September, according to Merrill's monthly poll.
October 12, 2015
Using Active Management as a Defense Against Rising Rates: PIMCOPIMCO managing director Jim Moore says active management techniques benefit from rising rates, more volatility and global easing.
October 12, 2015
12 Best States for Financial Advisor Pay: 2015With some seeing increased opportunity for financial advisors, we look at the states with the highest salaries when accounting for the cost of living.
October 09, 2015
Ritholtz: The World Is Ending? Invest as If It Won’tUpon learning that the apocalypse is nigh, the proper trade is to go long, not short.
October 06, 2015
Big Money Managers Fall Short in Disclosing ESG Investment Strategies: ReportMore and more money managers are taking environmental, social and governance factors into account, but many aren't telling investors about their criteria, US SIF found.
October 06, 2015
12 Worst Financial Advisors in America: 2015Trading on religion and military service proved to be no barrier for some errant financial advisors.