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
How to Blend Active and Passive Investing Strategies for Better Outcomes
By Daniel S. KernAdvisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.
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.
September 29, 2014
Lessons From Bill Gross' Departure From PIMCOTo begin, did PIMCO really not have a succession plan in place for their key man?
September 29, 2014
IRS Blesses 401(k) Rollovers With Pre-, After-Tax ContributionsNew IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
September 29, 2014
Using Monte Carlo in Financial Planning: The AssumptionsWhen creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.
September 28, 2014
Top Portfolio Products: T. Rowe Price Launches Global, Muni FundsAlso, MSCI and Corporate Knights Capital-Solactive roll out low-carbon indexes.