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
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
By Dan BermanThinkAdvisor whittled down Morningstars look at 84 college investment plans to see which ones do it right and wrong.
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.
June 18, 2014
When to Take Social Security: A Breakdown by Marital StatusT. Rowe price runs the numbers to find the best benefit claiming strategies for singles, married couples and divorcees.
June 17, 2014
2 Superstar SMA Managers Talk Energy, Global StocksWhile an air of caution surrounds international markets, the real action is at home in the blazing U.S. energy renaissance, two award-winning money managers said.
June 16, 2014
Top 10 Metro Areas With Highest Pay for Advisors: 2014ThinkAdvisor used Bureau of Labor Statistics data to find the metro regions with the highest financial advisor salaries. Some are off the beaten path.
June 15, 2014
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight SpeakersAlso, Rick Ferri will dialogue with Chris Brightman of Research Affiliatesbeehive of smart betaon alternative indexing: desirable for honey or dangerous for its sting?