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
Roth IRAs and Taxes: Contributions, Rollovers, Distributions
By Tax Facts OnlineThe Tax Facts Online experts explain the tax implications in three major areas.
February 28, 2014
Are You Vulnerable to the Robo-Advisor Threat?If you dont systematize the investment process, and thus make effective rebalancing possible, youre in trouble.
February 28, 2014
Traditional Indexing Delivers Below-Average, Not Average, ReturnsA Research Affiliates study questions a cherished tenet of index investing namely, that it produces market-based returns.
February 27, 2014
Global Confidence Is Up, but U.S. Investors Don’t Feel ItGlobally, investor confidence is increasing. When you look at American investors, though, their optimism is fading.
February 27, 2014
What Buffett’s Farm Can Teach InvestorsWhat investors should value, and what is a distraction, are key themes in Buffetts widely anticipated annual shareholder letter, coming this weekend.
February 26, 2014
12 Best & Worst Broker-Dealers: Q4 Earnings, 2013Some of Wall Street's major players haven't been able to turn their results around, but others are putting their troubles behind them.
February 25, 2014
Matching Clients’ Asset Location With Their Asset AllocationTaking a holistic approach to your clients portfolio(s) is the only way to successfully maximize returns, not to mention you'll be adding value.
February 24, 2014
Diversified Growth Funds: Another British Invasion?It remains to be seen if Britain's newest financial innovation, diversified growth funds, will survive a trip across the pond.