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
The Dark Side of Investment Stories
By Marshall JaffeTo convert the messiness of the real world into a compelling narrative, some facts must be elevated in importance, some discounted and others ignored.
March 31, 2014
Small Charities’ Investment Returns Trailed Broader Market in 2013Many small nonprofits deviated from their investment strategies and failed to monitor advisor fees, Raffa Wealth Management found.
March 31, 2014
Boomers’ Biggest Retirement RegretsAs the last of the baby boomers turn 50, they would be wise to heed these retirement lessons, financial and otherwise, from their older counterparts.
March 26, 2014
The Taxation of Life Insurance Policy LoansThe Tax Facts experts sift through the complexities of loans on life insurance polices.
March 25, 2014
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client DiscussionsRetirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
March 25, 2014
How IRA and Roth IRA Distributions Are TaxedThe Tax Facts experts peer into the world of IRAs and how the IRS taxes them.
March 25, 2014
Top Rated Fund Families: A Morningstar Report CardMorningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
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."