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
10 Happiest States in America
By Nichole MorfordCan money buy happiness? Only up to a point; there are many more factors at play. WalletHub ranked the states on 26 key happiness metrics.
September 23, 2014
Helping Clients Avoid the IRS on Tax-Free Inherited IRA RolloversIRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
September 23, 2014
What You Can and Can’t Do About the Coming Market CrashToqueville Asset Managements Francois Sicart reviews three disaster theories and offers an investment strategy for our times.
September 23, 2014
Small-Cap Woes: It’s All About Rates (Not the Death Cross)But does the weakness in small-cap indexes present a short-term trading opportunity?
September 23, 2014
12 Worst Financial Advisors in America: 2014Stealing huge sums from clients and bilking military veterans and disaster victims are just some of these advisors' egregious actions.
September 22, 2014
Top 10 Social Security Myths: Part 1Dont let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
September 22, 2014
Hussman: U.S. Now a ‘Ponzi Economy’Portfolio manager John Hussman warns the U.S. has become a "Ponzi economy," buckling at its productive core even while maintaining a deceptive appearance of prosperity.
September 22, 2014
FINRA’s Big-Brokerage Loyalty Revealed in New Bonus Plan: LawyerThe proposal, which curtails mandatory disclosures, should "leave no doubt" where FINRAs loyalties lie, lawyer Patrick Burns says; recruiter Jon Henschen argues disclosure is pointless.