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
Ferri’s Forecast for Next 30 Years
By Gil WeinreichAs a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
March 31, 2015
Economist: Sell Your Stocks, Take 6 Months OffIt's time investors took a break from the frothy market levels, says Steen Jakobsen.
March 30, 2015
Value Investors’ Inconvenient Truth: They Lose to S&P 500Value shop Research Affiliates argues that, ironically, value investors are supplying a premium to other market participants rather than collecting one.
March 28, 2015
Currency Exposure: Hedge or No Hedge?Advisors should speak with investors about the dollar's strength and about diversification, DeLegge writes.
March 28, 2015
Personalized Portfolios Are Under AttackRobo-advisors and target-date funds are lulling investors into a "fairyland view of investing," and only human advisors can save them, Ron DeLegge says.
March 27, 2015
New Fund Takes Novel Approach to Protecting Against Stock Market LossesNew fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
March 26, 2015
10 Best States for Retirement: 2015Crime, weather and taxes factor into how the states stack up, according to Bankrate.
March 26, 2015
No Financial Sacrifice Required for Sustainable Investing, Morgan Stanley FindsSustainable equity mutual funds more than hold their own against traditional funds, according to the firm.