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
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client Discussions
By Danielle AndrusRetirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
March 25, 2014
Hedge Funds Recover From Red-Ink January: PreqinHedge funds gained 1.7% in February, Preqin reported, calling January's slump a "temporary blip."
March 24, 2014
Bad Countries, Good InvestmentsLast week the White House suggested shorting Russia, but Mebane Faber is going long, calling that advice "moronic."
March 24, 2014
Grantham: ‘Next Bust Will Be Unlike Any Other’ Thanks to FedJeremy Grantham, co-founder of GMO, called out the Fed for interfering with the economic recovery.
March 24, 2014
8 Costly Tax Blunders to Avoid in 1031 ExchangesA 1031 exchange lets investors swap similar properties and defer capital gains taxes. But the rules are exacting, and mistakes have big tax consequences.
March 24, 2014
LLC or C Corp? The Tax Implications for AdvisorsA quick report on how changing my RIA practice's legal status had a big effect on my after-tax income.
March 22, 2014
An Easy Way to Invest in Pre-IPO Tech FirmsOne closed-end fund gives investors a chance to buy shares in technology companies backed by venture capital but not yet public.
March 21, 2014
Investor Alpha ‘Readily Available’ but Not Painless: Research AffiliatesAbove-market returns, often called elusive, are there for the taking for investors who can stomach a little discomfort, says Chris Brightman of Research Affiliates.