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
‘No Easy Way to Win’ in Today’s Market: Shiller
By Janet LevauxIn tricky times like these, Yale economist Robert Shiller says, it's all about diversity and common sense.
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.
April 18, 2014
ETFs and the Rise of the Tactical Allocator: 5 QuestionsThe leading tactical asset allocators offer the potential for some good benefits, but make sure you ask these critical questions before investing clients money.
April 16, 2014
Top 25 Best Cities for Millennials to LiveFor financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
April 15, 2014
Top 10 Big Trends Among the Ultra-HNWKnight Frank sees tremendous growth in the ultra-high-net-worth population, among other predictions for the next decade.
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.