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
12 Key Insights for Financial Advisors and Clients
By Dan BermanMarketing and communication between clients and advisors depends largely on use of marketing tools that vary by age and affluence, EY finds.
January 21, 2015
Roubini: Obama Is Right; Gold Bugs Are WrongAt Davos, the economist warns that deflation is a bigger threat than inflation and calls for higher taxes on the wealthy.
January 20, 2015
Congress Needs to Do Its Bit for EconomyThe U.S. is doing better than other regions, but politicians must improve conditions for more Americans in 2015.
January 16, 2015
Census Data Understates Retirement Income of WealthyA Center for Retirement Research analysis shows significant understatements in retirement income reported in the Census Bureaus Current Population Survey.
January 16, 2015
With Low Prices, Should Wine Collectors Take a Sip?The market appears to be stabilizing after a Chinese crackdown on corruption led to a price drop.
January 15, 2015
Stop Checking Your Retirement Portfolio So Often: Columbia StudyTo improve returns, advisors should help retirement clients build an appropriate portfolio and then "encourage them to be inattentive," a Columbia professor says.
January 14, 2015
Russia Needs a Re-Fi, and Is Willing to Pay Up: Research AffiliatesThe smart beta shop has long maintained that hated companies, and countries, make the most profitable investments.
January 14, 2015
Gundlach: Low Oil Prices Mean ‘Collapse’ in Hiring, SpendingI bet you dollars to doughnuts, oil doesnt go up, the DoubleLine CEO says.