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
Top 15 Cheapest States for Long-Term Care Costs: 2014
By Marlene Y. SatterGenworths 11th annual study provides data on the states with the lowest costs across a range of LTC services.
April 22, 2014
Why a Client’s Job and Location Are Critical to Portfolio BuildingFor optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
April 21, 2014
‘No Easy Way to Win’ in Today’s Market: ShillerIn tricky times like these, Yale economist Robert Shiller says, it's all about diversity and common sense.
April 21, 2014
Top 20 Richest Colleges for 2013: The Biggest EndowmentsOf the 835 colleges studied, endowments rose by an average of nearly 12% in the fiscal year ending in June 2013.
April 20, 2014
How to Cash In on Rare CoinsNumismatic experts outline a few key steps for investors to find potential profits and diversify portfolios.
April 18, 2014
Does the Fed Have Street Cred?Merrill Lynch's answer may surprise investors and advisors who follow the mispricing of the Federal Reserve.
April 18, 2014
American Investors Bullish on U.S. EquitiesEighty-six percent of affluent U.S. investors were optimistic about investments, according to a Legg Mason survey published this week.
April 18, 2014
5 Most Common 401(k) Plan Red FlagsThese big warning signs indicate whether a plan is underperforming, is poorly designed or has reached certain thresholds that suggest it may need new services.