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
BofA-Merrill Sees Weak Economy, Strong Stocks
By Janet LevauxAnalysts compare poor growth to Luis Suarez's baffling bite of a player in the World Cup, but point to sectors that could see upside.
June 23, 2014
Does Risk Tolerance Merely Track the Market?Do risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.
June 23, 2014
13 Best & Worst 529 College Savings Plans of 2014: MorningstarThinkAdvisor whittled down Morningstars look at 84 college investment plans to see which ones do it right and wrong.
June 23, 2014
Is the Market Efficient? Cliff Asness Says Yes, and NoAt Morningstar, AQR Capitals leader presents Fama and Shillers arguments and says he has learned to live with my schizophrenia.
June 20, 2014
The Contrarian Play: Emerging Markets Energy SectorEmerging markets natural resource companies can be dirty companies, but theyre dirt cheap.
June 20, 2014
‘Bonds’ Limited Upside’ Points to Role for Gold, Says Gold CouncilGold is much less correlated to stocks than many other alternatives, the council says; it's the main ingredient in the World Cup trophy, too.
June 19, 2014
Brightman, Ferri Slug It Out Over Smart BetaIs smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
June 18, 2014
10 Best Mobile Apps for Financial Advisors: 2014Theres a morass of apps available, but as a financial advisor, which are best for your business? Here are 10 that are worth your time.