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
In Search of Return: 3 Biggest Market Risks and How to Play Them
By Mike PattonLast week we began a discussion on finding returns in this challenging market. This week well look at three major risks facing us today.
July 07, 2015
Your Dirt-Cheap ETFs Threaten Asset Managers’ Record ProfitsTheir fee revenue is getting pinched by low-cost exchange-traded funds, and in the U.S. new fund flows are meager.
July 07, 2015
Gold Falls to 15-Week Low, Silver Sags as Dollar GainsPrecious metal prices are slipping, while the U.S. currency plows ahead.
July 06, 2015
Generating Returns While Protecting Portfolios From a CrashBecause stocks have continued to trend higher for so long, there is a growing sentiment that the other shoe may be about to drop.
July 02, 2015
S&P 500’s Winning Streak Tops 1,370 DaysHow does today's market rise compare with other bull runs?
June 30, 2015
Bill Gross: 6 Scenarios That Would Threaten ‘Shadow Banking System’That system includes asset management firms, says the Janus portfolio manager, who takes time in his monthly investment outlook to criticize former PIMCO colleagues.
June 29, 2015
How a Checklist Can Save Your PortfolioIn a complex investment world, make things simpler.
June 29, 2015
Milevsky’s Bold Plan to Reinvent Retirement IncomeCast away years ago, the tontine may hold secrets to solving the income puzzle faced by retirees looking for a private-sector solution to replace pensions.