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
Fidelity’s Feingold: 5 Investing Strategies for 2015
By Gil WeinreichJeffrey Feingold of Fidelity Magellan, a fund with 16% average annual returns over the past half-century, discusses his investing themes.
December 17, 2014
30 Best Big 401(k) Plans: BrightScopeThese $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
December 16, 2014
20 Best & Worst Dividend ETFs: 2014ETF Database looked at ETFs that were classified as dividend-focused and not simply ones that paid a dividend.
December 15, 2014
In Search of the Best Financial Planning Software: A Road BlockI really like Thomson Reuters portfolio management platform, but if an agreement cant be reached with my custodian, TradePMR, Ill have some decisions to make.
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.