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
How the Social Security Tax Is Altered by Employee Benefits
By Tax Facts OnlineThe Tax Facts Online experts discuss how the Social Security payroll tax is affected by employee benefits, like term life insurance and deferred compensation.
March 16, 2014
Hedge Fund Valuation: What Advisors Need to KnowHedge fund valuation gets tricky when managers move away from traditional strategies. Advisors have a crucial role to play on due diligence and liquidation.
March 11, 2014
Taxation of 401(k) Distributions and Hardship WithdrawalsThe Tax Facts Online experts help explain restrictions and taxation on 401(k) hardship withdrawals.
March 07, 2014
Are the Markets Dancing on the Deck of the Titanic?For a quarter-century, financial markets have not known what it means to price the risk of a superpower confrontation and how it impacts the global business climate. Does the stock market reaction suggest another bubble?
March 07, 2014
Bill Gross on Stocks: Head for Exits After 2014Bill Gross says 2014 will be a good year, but, quoting Yeats, warns that after years of QE, the center cannot hold.
March 07, 2014
Will You Outlive Your Mutual Fund? Fund Death Rattles Still StingOur latest research into mutual fund closures explores why holding onto funds that are closing may not be best for your clients portfolios.
March 06, 2014
DFA Beats Bogle, Grantham—They All Beat Buffett: AnalysisDFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
March 05, 2014
Top 10 Best States for 401(k) PlansThe best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.