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
Bob Rodriguez: New Great Recession Coming in 3 Years
By Jane Wollman RusoffThe country is treading a tenuous path toward another disaster of massive proportions, according to legendary fund manager Bob Rodriguez.
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.
October 22, 2014
Former PIMCO Parent Pacific Life Moves Accounts to JanusPacific Life is moving some money to Bill Gross new firm, Janus, which said the decision pre-dated Gross exit.
October 21, 2014
How Chess Can Make You RichA grandmaster and financial advisor look at investing through the tactics of the chessboard to get a more objective view of how to become rich.
October 21, 2014
Should Investors Take Advantage of Cheap Oil?Low energy prices have many positive ramifications for the economy, forecasts from LPL and Janney Montgomery Scott say.
October 21, 2014
Top 10 Worst Baseball ContractsExcluding the players in the World Series, there are many contenders for a baseball list that no one wants to be a part of.