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
Top 15 Charities for 2014 Fundraising
By Michael S. FischerDonor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropys list of the 400 top nonprofits.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 04, 2015
Valliere Upbeat on Ryan, Economy; Predicts Clinton vs. Rubio ElectionThe 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.
November 02, 2015
Sustainable Investing: Growing Investor AcceptanceTotal U.S.-domiciled AUM using SRI strategies grew 76% from 2012 to 2014, the Forum for Sustainable and Responsible Investment reported.
November 02, 2015
What Advisors Should Do Every Day to SucceedTo execute your growth strategy, there's one thing you should make time for every day, Bill Good says. No, it's not social media.
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 28, 2015
Bob Doll: Confusing Times Ahead for U.S.Market conditions are going to continue to frustrate both the bulls and the bears, the Nuveen equity strategist says.