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
Dissecting John Bogle’s Anti-ETF Banter
By Ron DeLeggeThe Vanguard founder often cites exchange-traded funds as a source of investor and market woes. Is that view warranted?
September 29, 2014
Energy: Powerful ProductionOn August 5, Southwest Gas Corp reported second quarter earnings of $0.21 per share vs. $0.22 per share last year. Excluding COLI, earnings were $0.16 per share versus $0.18 per share.
September 29, 2014
How to Blend Active and Passive Investing Strategies for Better OutcomesAdvisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.
September 29, 2014
Shelley Bergman: Portrait of an ETF StrategistMorgan Stanley's Shelley Bergman is a master at investing in exchange-traded fundsand a critic of many of the industry's expanding offerings.
September 29, 2014
When History and Finance Go WrongThe planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.
September 29, 2014
The Perils of the Indexing CrowdNew risks emerge as investors pile into a strategy.
September 29, 2014
Cold Call Script Writing LessonLets look closely at these two cold calling scripts. The first has a chance of success. The second has no chance.
September 29, 2014
Advisor Prepares Pro Athletes for Life After SportsLee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes sometimes after meeting the client for less than 15 minutes.