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
8 Costly Tax Blunders to Avoid in 1031 Exchanges
By Michael S. FischerA 1031 exchange lets investors swap similar properties and defer capital gains taxes. But the rules are exacting, and mistakes have big tax consequences.
March 21, 2014
Investor Alpha ‘Readily Available’ but Not Painless: Research AffiliatesAbove-market returns, often called elusive, are there for the taking for investors who can stomach a little discomfort, says Chris Brightman of Research Affiliates.
March 21, 2014
10 Characteristics of Effective LeadershipLeadership shapes the performance of the team. Here's how strong leaders project a positive image that reinforces productivity, morale and client relationships.
March 20, 2014
The Sad Case of Mark SpanglerThe ex-NAPFA chairman, sentenced to 16 years in prison, is not the Spangler I know, but there's a lesson to be learned from his actions.
March 19, 2014
8 Tax Evaders Who Should’ve Known BetterThe lineup of tax dodgers includes a vice president, a U.S. treasurer and a federal judge.
March 18, 2014
Ukrainian Crisis Spooks Global Asset AllocatorsTension in Ukraine and the prospect of widespread geopolitical instability have moved global investors toward a risk-off stance, Bank of America-Merrill Lynch found.
March 18, 2014
March Market Madness: LPL’s Kleintop on 16 Stock DriversThe markets give investors and advisors a lot to keep up with just as the NCAA tournament does for sports fans.
March 18, 2014
6 Things Advisors Need to Know About Target-Date FundsAs TDFs get ever more popular, Putnam pinpoints crucial facts to understand before jumping in with both feet.