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
How Long Is Long-Term Investing, Anyway?
By Gil WeinreichValue-oriented FPA Funds offers a textbook definition that few investors use in their decisions, but would do well to consider, Gil Weinreich says.
May 07, 2015
Biggest Impact Investors Plan 16% Boost in 2015More than a quarter of respondents said their investments had greater impact than they had expected, according to a survey.
May 07, 2015
Merk: Bubbles Pop When Everyone Piles Into the Same TradeThe currencies expert warns that investors, unlikely to correctly time the turning of the tide, should seek "true diversification" now.
May 07, 2015
International Investing Is Top of Mind for Advisors: Fidelity SurveyAdvisors want to better understand how to allocate between domestic and international investments, Fidelity found in its first-quarter survey.
May 06, 2015
Eric Nelson: Why ETFs Are InferiorThe advisor and pundit argues ETFs are no way to optimize a clients investment return.
May 06, 2015
Toward a Workable Fiduciary Standard for Brokers: The 7 QuestionsTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
May 06, 2015
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap BlendMost articles written on active management vs. passive indexing rarely provide precise apples to apples comparisons, much less an all-institutional dialogue about true data.
May 04, 2015
Ben Bernanke: Professor Turned Policymaker—The 2015 IA 35 for 35Its been said that the chairman of the Federal Reserve Board is the second most powerful person in the federal government, after the president.