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
Phony Advisor in Hawaii Used Twitter to Bilk Clients: SEC
By Janet LevauxThe SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.
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.
April 08, 2014
Americans Confident on Taxes but Clueless in One Big AreaAlthough many taxpayers confidently prepared their own returns, they felt less smart about tax-efficient investing, a BMO Harris survey found.
April 07, 2014
Investor Education Is ‘Futile,’ ‘Totally Discredited’: DalbarDalbar's 20th annual behavior study finds, yet again, that the average mutual fund investor underperforms. The firm offers four things advisors can do to help.
April 07, 2014
14 Best Paying Jobs for College Business Majors: 2014Thousands of college students graduate every year with business majors, but which jobs offer the best paying career path?
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DeLegge: Why Do Exchanges Still Ignore Cheaters?The previous era of low-tech cheating has simply been replaced by high-tech cheating with software algorithms.