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
Have REITs Peaked?
By Ed McCarthy, CFP, RICPAnalysts explain what changing interest rates and other trends mean for real estate.
March 17, 2015
Schwab Cooks Up Smart Beta HybridCharles Schwab's John Sturiale explains the investment merits of a first-of-its kind combo of cap-weighted and fundamental indexing strategies.
March 13, 2015
What’s Keeping Investors Up at Night?USAA's John Jares explains the return of volatility to a market that has placidly delivered high average returns for six consecutive years.
March 12, 2015
Answers to Six of Our Investors’ Most Urgent FAQsThe impact of lower oil prices wont be felt until consumers feel the change is more permanent, and a stronger dollar will put pressure on earnings, but may lead to higher multiples.
March 11, 2015
Buffett Answers 5 Basic Investing QuestionsBuffett offers his folksy take on acquisitionsSelecting a marriage partner clearly requires more demanding criteria than does datingsuccession planning, private equity and more.
March 09, 2015
4 Key Questions About Roth IRAs and TaxesTax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.
March 05, 2015
5 Tips for Saving for College in 2015While college costs seem to rise inexorably, there are ways for parents and grandparents to pay for a child's tuition without breaking the savings bank.
March 04, 2015
Sustainable Investing Accounts for 30% of Managed Assets: StudyGSIA reported that global sustainable investing assets rose 61% over two years.