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
7 Ways to Avoid Picking a Bad Advisor
By Gil WeinreichIf a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
September 10, 2014
What Would Scottish Secession Mean for Investors?Moshe Milevsky, Niall Ferguson and Axel Merk comment on the economic damage, as well as potential investor opportunity, implied by Scotland's independence vote.
September 10, 2014
Gundlach: Don’t ‘Fight This Rally’ in BondsIn his quarterly outlook, the DoubleLine CEO says forecasts of a rate hike are "almost comical" and holding currencies other than the dollar is "foolish."
September 10, 2014
12 Best States for Adjusted Advisor PayLow cost of living often offsets lower advisor pay in some states, while in other states high pay offsets high cost of living.
September 09, 2014
Why Low Volatility Produces High ReturnsThey say theres no free lunch in economics, but investing in low-volatility stocks appears to make a gourmet banquet available at diner prices.
September 09, 2014
Morningstar Upgrades 13 Funds, Downgrades 2The research group issued new ratings on four mutual funds in August.
September 08, 2014
With BlackRock Exit, Who Will Fill Target-Date ETF Void?ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
September 05, 2014
Potential Market Crash Ahead, Axel Merk WarnsThe portfolio manager argues that U.S. recovery is based on "asset price inflation," and that a Fed pullout could send everything tumbling.