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
Hussman: Sell Your Stocks Now!
By Gil WeinreichJohn Hussman warns that stock valuations are past their 2000 peak and that investors who don't sell now will ask, What was I thinking?
April 25, 2014
New Approach to Avoiding Retirement RuinGMO proposes a portfolio model whose glide path might look nonsensical, but which may help retirees minimize the risk of running out of money.
April 25, 2014
Expanding the Efficient Frontier: Options-Based Strategies in PortfoliosOptions can be a key tool in reducing volatility in client portfolios, particularly in fixed income. Heres the evidence.
April 24, 2014
FINRA OKs Broad Expansion of Broker Background ChecksFINRA's board approved amendments to its supervision rule, which must be approved by the SEC.
April 24, 2014
FINRA Reverses Schwab Class Action Waiver DecisionSchwab violated FINRA rules by including class action waivers in customer account agreements, FINRA said.
April 24, 2014
Richest Colleges: What Makes an Endowment Outperform?Commonfund researchers analyzed eight years of college endowment data to tease out the characteristics related to better performance over time.
April 24, 2014
20 Best & Worst States for Taxpayer ValueWalletHubs study factors in infrastructure, education, health and three other categories of state government services.
April 23, 2014
Study Backs a Powerful Way to Manage Portfolio RiskDiversification across multiple asset classes is one of the most effective risk management tools available to investors, according to Manning & Napier.