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 We Picked Them: The 2015 SMA Managers of the Year
By James J. GreenChoosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
May 04, 2015
What Is Good Advice?One of the best pieces of advice I ever received came while I was working as a taxi driver during college in New York City.
May 04, 2015
Bill Gross Warns Investors: ‘Get Down Off This Peak’The Janus Funds manager is warning that the Himalayan heights investors have scaled over a 35-year bull market leave no more room to climb.
May 04, 2015
Warren Buffett’s 10 Nuggets of Wisdom: Berkshire Meeting, 2015What the Oracle of Omaha really thinks about hedge fund fees, the future of sugary drinks and more.
May 04, 2015
Colleges Face Roadblocks to Socially Responsible InvestingA survey of college endowments finds that worries about lower returns or fiduciary duties hold them back from socially conscious investing strategies.
May 01, 2015
GMO’s Grantham: Some Boom Left Before the DoomJeremy Grantham thinks the market will rise another 8% before the bubble bursts, leaving a legacy of multiyear negative real returns.
April 30, 2015
Senate Finance Passes 529 Reform BillThe bipartisan bill modernizes the treatment of 529 plans in three ways.
April 30, 2015
Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: DeductionsContinuing to look at opportunities from client tax returns, we look at available deductions from clients gross income on their 1040s, including health savings accounts.