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
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 3: U.S. Large Cap Value
By Andrew RiceRunning my screens using Morningstar Direct data found that indexing the large cap value space has similar challenges to indexing large cap growth.
June 23, 2015
4 Unusual Ways Millennials Are Different From BoomersBeing younger and healthier is just the beginning, a Goldman Sachs study finds. How they buy, and how they refer, is different than their elders.
June 22, 2015
3 Myths of Retirement InvestingRod Greenshields of Russell Investments sees three widespread myths that threaten the financial health of investors, particularly those in or near retirement.
June 19, 2015
ProfitScore’s Fixed Income Approach Sets It ApartJohn McClures most popular strategy and, based on recent market action, the most timely, is his Long/Short U.S. Treasuries Index.
June 18, 2015
What if We Replaced IRAs and 401(k)s?A Brookings paper proposes replacing all tax-advantaged retirement plans with a single plan: The Universal Retirement Savings Account.
June 15, 2015
Maria Bartiromo: More ‘Money Hammer’ Than ‘Money Honey’The Fox anchor talks to ThinkAdvisor about her advice for FAs, why business news is sexy and why beauty only gets a journalist so far.
June 13, 2015
Vintage Watch Prices Keep on TickingThe best vintage watches are "fetching phenomenal sums of money right now," longtime collector James Dowling says.
June 11, 2015
Research Affiliates Screens for Smart vs. Dumb DividendsThe investment firm says its dividend strategy adds 2% per year by picking "cherries" and screening out "lemons."