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
Merk: China’s Currency Shift Means ‘New Era,’ More Volatility
By Janet LevauxCurrency manager Axel Merk debunks a few myths and lays out what to expect with the reform-minded government and its yuan strategy.
August 31, 2015
How to Dive Deep Into Investment KnowledgeThe novel methods used to find a sunken nuclear sub in 1968 can lead to a better understanding and use of investment data.
August 31, 2015
How Fear, Greed and Ego Create ValueInvestors' biases create irregularities in the market, which in turn create value and momentum, says Robert Bridges of Sterling Capital.
August 28, 2015
High Risk, High Returns? Not QuiteThere's just one problem with the theory that risk and return are correlated: It doesn't seem to fit the data.
August 27, 2015
Is Factor Investing Active Management?Various factors affect investing returns and/or client goals, and understanding how they compare with a market-weighted investing approach is crucial to helping meet clients needs.
August 27, 2015
No Social Security COLA in 2016: Higher Medicare Premiums for Your ClientsSome retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
August 27, 2015
Why QE4 Isn't in the CardsFour reasons that the Fed won't engage in another round of quantitative easing, despite the current market turmoil.
August 26, 2015
MLP Distributions Not Tied to Oil Prices: ExpertsIn the past 12 months, midstream MLPs have boosted distributions 7.5%, despite the rapidly falling price of crude.