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
The Ultimate Alternative Investment
By Gil WeinreichAdvisors looking for alternative asset classes have an option that may beat lumber or vintage wine, according to Servo's Eric Nelson: small-cap stocks.
May 03, 2014
What Stock Picker’s Market?Trading results for the past five years reveal an important lesson for investors and their advisors.
May 02, 2014
PIMCO’s Gross: Pop Your Bubble Fears!PIMCO bond manager Bill Gross says current fears of an asset bubble are "unfounded" and that stocks, bonds and real estate have room to run.
May 01, 2014
Rob Arnott Reveals: What’s Really Smart About Smart BetaThe reception area of Rob Arnott's Research Affiliates provides a clue to the thinking behind fundamental indexing.
April 30, 2014
What Will Social Security’s Future Look Like?Just as the baby boomer generation is reaching retirement, experts are expressing concern that they could be in for a surprise.
April 30, 2014
What Thoroughbred Horse Prices Say About the EconomyAhead of the Kentucky Derby, LPL strategist Jeffrey Kleintop examines the appetite for risk through the lens of the racehorse market.
April 28, 2014
The Short List Revealed for the 10th Annual SMA Managers of the YearAdvisors are good at many things, but theyre not good at all things.
April 28, 2014
Can Boring Stocks Bring Investment Bliss?Michael Finke examines the surprising advantages of low-volatility portfolios.