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
Retire Abroad? Not So Fast
By Jane Wollman RusoffClients interested in overseas retirement need education and advice about the possible pitfalls.
June 01, 2015
The Obvious Retirement Risk That’s Not in the ModelsA new, award-winning research paper argues that the financial planning models advisors are using fail to match retirement reality.
June 01, 2015
Why ETFs Can’t Crack the Retirement MarketThe mutual fund industry is vacuuming assets with its target-date funds, while ETF providers are scaling back. But why?
June 01, 2015
Chinese Stocks: Too Hot to Handle?A continued equity bull market in the Asian nation depends on several important catalysts.
May 29, 2015
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap GrowthAmong U.S. large-cap mutual funds, active beats passive.
May 27, 2015
Bill Gross: Bund ‘Short of a Lifetime’ Was Right Trade, Wrongly ExecutedThe Janus bond manager acknowledges trouble executing his infamous German bund trade but thinks he can get it right next time.
May 24, 2015
Gold or Miners: Which Investment Shines Brighter?Owning gold serves different investing goals than owning mining stocks, a Morningstar analyst says. Which is best for your clients?
May 23, 2015
Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35The next generation of advisors "may have very different skill sets in 30 years than their mentors do now," Milevsky says.