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
Americans Confident on Taxes but Clueless in One Big Area
By Michael S. FischerAlthough many taxpayers confidently prepared their own returns, they felt less smart about tax-efficient investing, a BMO Harris survey found.
April 06, 2014
DeLegge: Why Do Exchanges Still Ignore Cheaters?The previous era of low-tech cheating has simply been replaced by high-tech cheating with software algorithms.
April 04, 2014
7 Deadly Sins of Multi-Asset Investing: AberdeenThe asset manager shares some cautionary tales for todays investors.
April 04, 2014
Investor Sentiment Improves in Q1, John Hancock FindsThe John Hancock Investor Sentiment Index increased to +23 in the first quarter from +22 in the fourth quarter last year.
April 03, 2014
Bill Gross Lays Out Bond Strategy as PIMCO BleedsIn PIMCO's fight for bond investors, Bill Gross is throwing down the gauntlet squarely in the conservative camp, ceding higher yields to risk-embracing competitors.
April 02, 2014
John Bogle, Index Icon, Accused of Timing MarketServos Eric Nelson wrote a blistering critique of Vanguard founder Bogle after an interview in which the indexing icon endorsed tactical allocation.
April 02, 2014
LPL’s Kleintop: Is the Party Over in Stocks?LPL chief market strategist Jeffrey Kleintop checks in on what bubbly valuations mean for equity investors and their advisors.
April 02, 2014
Bill Gross’ Wild Ride: PIMCO Total Return Fund Bottom of Bloomberg RankingThe PIMCO Total Return Fund notched the worst risk-adjusted returns among 16 similar funds ranked by Bloomberg.