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
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
By Mike PattonAn advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
November 11, 2014
Tiger 21 Investors Allocate More to Cash, Private EquityUltra-wealthy investors are looking for more security now while preparing for the next investing opportunity.
November 09, 2014
Unpopular Stocks Beat Popular Ones: StudyThe hottest stocks are riskier and produce lower returns than their less popular counterparts, say Roger Ibbotson of Yale and Tom Idzorek of Morningstar.
November 07, 2014
Top Portfolio Products: PowerShares Adds Commodity Strategy to ETF LineupFirst Trust, Northern Trust, Cambria ETF Trust and ARK also launched ETFs.
November 07, 2014
Smart Beta Is First Among Equals in Schwab’s BookAnthony Davidow may be unique among financial executives in managing to express a viewpoint in his job title: alternative beta and asset allocation strategist.
November 05, 2014
Bernanke Recalls ‘Panic’ During Fed Tenure, Defends QEAt Schwab Impact, the former Fed chairman defended QE, offered reassurance on inflation, cracked a few jokes and discussed his legacy.
November 04, 2014
What Low Oil Prices Mean for MLPsHow likely is it that MLPs will recover (and even outperform) after weakening tied to falling energy prices?
November 03, 2014
Top 15 States With Best 401(k) Participation RatesNationwide, only 71.6% of participants have contributed to their workplace 401(k) plan in the most recent plan year, a new Judy Diamond study says.