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
Axel Merk: What if Things Get Worse?
By Gil WeinreichThe fund manager lays out the options from portfolio insurance to alternative investments for investors seeking downside protection.
January 05, 2015
Top 18 Fund Managers of 2014: MorningstarVanguard and JPMorgan grabbed the most nominations for Morningstar's annual U.S. Fund Manager of the Year awards.
January 05, 2015
Janus Capital’s Gross, Scholes, Maris Open 2015 PlaybookJanus top experts dont agree on every prediction, but they all see a volatile ride ahead.
January 03, 2015
6 Portfolios to Avoid in 2015When clients build their portfolios based on the hottest investing trends, advisors have a seek-and-destroy mission on their hands.
December 31, 2014
Time to Add Profitability to Portfolios: Eric NelsonServo Wealth Management expert finds that including profitability as a portfolio factor both boosts returns and lowers risk.
December 31, 2014
6 Top Tax Changes for 2015These are the major changes to the Internal Revenue Code taking effect in 2015.
December 30, 2014
10 Tips for Endowment and Foundation Managers to Keep Funds on TrackMercer Capital's advice to boards is a reminder that oversight and planning are always important.
December 29, 2014
Falling Oil Prices Leave ‘Pocket of Opportunity’ in Pricey Market: MorningstarThe fourth quarter's plunge in energy stocks has led to a surge in the number of stocks earning all five of Morningstars coveted stars.