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
ETFs and the Rise of the Tactical Allocator: 5 Questions
By Daniel S. KernThe leading tactical asset allocators offer the potential for some good benefits, but make sure you ask these critical questions before investing clients money.
April 14, 2014
5 Ways to Maximize 401(k) Tax BenefitsSchwab offers a few ways for employees to max out the tax benefits of their employer-sponsored 401(k) plan.
April 11, 2014
Phony Advisor in Hawaii Used Twitter to Bilk Clients: SECThe SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.
April 11, 2014
Top 10 Better Letterman Replacements Than Colbert: Advisor EditionStephen Colbert will replace David Letterman next year as host of CBS Late Show, but ThinkAdvisor has 10 financial gurus who might be better fits.
April 10, 2014
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2014Overall satisfaction rose, but the four wirehouses rank below the industry average.
April 09, 2014
Fed Minutes Ease Concern on Rate Rise, Lifting StocksSeveral Fed policy makers said a rise in their median projection for the main interest rate exaggerated the likely speed of tightening.
April 08, 2014
Even for Institutions, Investment Decisions Go Beyond MoneyAlmost 90% of institutional investors consider nonfinancial information when making investment decisions, a report released Tuesday by EY found.
April 08, 2014
Time for a Comeback in Cyclical Stocks?LPL Financials Jeffrey Kleintop says theres a tight relationship between economic surprises and the performance of non-defensive equities.