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
The ERISA Mystery
By Thomas D. GiachettiERISA is a complex law and advisors are still confused about it.
October 27, 2014
Schwab to Unleash No-Fee Robo-GiantSchwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.
October 27, 2014
Bob Rodriguez: New Great Recession Coming in 3 YearsThe country is treading a tenuous path toward another disaster of massive proportions, according to legendary fund manager Bob Rodriguez.
October 24, 2014
Alternative Bond Funds: What Advisors Need to KnowDifferent funds have radically different strategies and management arrangements, experts say.
October 24, 2014
Does the World Have Too Many Active Managers?Only a small subset of the active managers and the hedge funds are useful to society, Towers Watson's new think tank says.
October 24, 2014
SEC Wants Exchange-Traded Funds to Be Easy to TradeAn efficient-markets-fundamentalism model of the SEC is actually pretty good for predicting what the SEC will do. Except about insider trading, I guess.
October 23, 2014
Can We Do Better Than Traditional 60/40 Portfolios?Diversification is a simple concept, but putting it into practice effectively is not so simple.
October 22, 2014
Top 25 U.S. Charities: 2014The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.