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
30 Best Big 401(k) Plans: BrightScope
By Danielle AndrusThese $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
December 15, 2014
Sustainable Investment Assets Grew by 76% From 2012 to 2014A foundations research looked at 480 U.S. institutional investors, 308 money managers and 880 investment institutions that applied SRI strategies.
December 12, 2014
Is the Art Bubble About to Pop?Experts explain what factors usually lead to a crash in fine art prices.
December 12, 2014
Bill Gross Says Fed May Become ‘Dovish’ After Oil Prices PlungeWith U.S. oil prices below $60, the Federal Reserve may not be in a hurry to raise rates, the fixed-income expert says.
December 10, 2014
Gundlach: Total Return Fund May Close to New InvestorsDoubleLines fixed-income expert also says dollar is likely to rise further and oil could weaken.
December 09, 2014
Boomers in Retirement: Why They Need Your Experience and KnowledgeThe percentage of Boomers who are confident they will have enough money to live comfortably during their retirement years has dropped to 33% in 2014.
December 09, 2014
Jack Bogle: Investing Outside U.S. Not Worth the RiskAlso, Bogle says role of advisors should be to keep clients from making bad investment choices.
December 09, 2014
Use of TDFs Surges in 401(k)sThe use of TDFs in 401(k) plans has risen considerably from 2006-2012, according to a new study from BrightScope and ICI.