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
7 Deadly Sins of Multi-Asset Investing: Aberdeen
By Janet LevauxThe asset manager shares some cautionary tales for todays investors.
April 02, 2014
John Bogle, Index Icon, Accused of Timing MarketServos Eric Nelson wrote a blistering critique of Vanguard founder Bogle after an interview in which the indexing icon endorsed tactical allocation.
April 02, 2014
LPL’s Kleintop: Is the Party Over in Stocks?LPL chief market strategist Jeffrey Kleintop checks in on what bubbly valuations mean for equity investors and their advisors.
April 02, 2014
Bill Gross’ Wild Ride: PIMCO Total Return Fund Bottom of Bloomberg RankingThe PIMCO Total Return Fund notched the worst risk-adjusted returns among 16 similar funds ranked by Bloomberg.
April 02, 2014
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers TipsM*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
April 02, 2014
Taxes: What a Drag—on Your Portfolio’s ProfitsDo you know how much return clients invested in taxable accounts lose to taxes each year? Its in the double digits.
April 01, 2014
Gundlach Was Right: Agricultural Commodities, Gold Miners Rode High in Q1While DoubleLine's Jeffrey Gundlach is bullish on commodities, other experts point to defensive sectors and fixed income.
April 01, 2014
Top 10 States With Fastest 401(k) GrowthThe average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.