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 Best & Worst States for Retirement
By Dan BermanTaxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
July 18, 2014
Jeremy Grantham: Market Crash ‘Not Imminent’; Bubble Still InflatingGMO's Grantham sees happy days of deal-making and another 14% increase in the S&P 500, at least, before the stock bubble is ready to pop.
July 17, 2014
This Guy Made Advisors Lose $20 Million AccountsMany RIA firms dread SEC audits, particularly unscheduled ones, but theres a new auditor in town who may be looking over your shoulder.
July 15, 2014
Why a Monkey Managing Your ETF Portfolio Could Boost ReturnsHow does an untrained monkey add value to a portfolio that trained professionals can't match?
July 15, 2014
ETFs to Surpass Hedge Fund Assets by 2015We predict annual growth rates of 15%-30% around the globe, EY reports, according to Ron DeLegge, who will speak at ThinkAdvisor's annual ETF virtual conference.
July 14, 2014
Superior Returns and Advisory Services, ‘for Free’Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
July 10, 2014
‘Compelling’ Case for Emerging Markets: USAA ExpertTheres lots to feel positive about in markets that don't have frothy valuations.
July 09, 2014
What Pro Sports Drafts Teach About InvestingSports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.