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
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
By Ben WarwickInvestors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
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.
April 23, 2015
Top 20 Richest Colleges of 2014: The Biggest EndowmentsHealthy investment returns allow schools to fund a larger portion of their budgets from endowments.