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
Bad Countries, Good Investments
By Gil WeinreichLast week the White House suggested shorting Russia, but Mebane Faber is going long, calling that advice "moronic."
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.
March 21, 2014
10 Characteristics of Effective LeadershipLeadership shapes the performance of the team. Here's how strong leaders project a positive image that reinforces productivity, morale and client relationships.
March 20, 2014
The Sad Case of Mark SpanglerThe ex-NAPFA chairman, sentenced to 16 years in prison, is not the Spangler I know, but there's a lesson to be learned from his actions.
March 19, 2014
8 Tax Evaders Who Should’ve Known BetterThe lineup of tax dodgers includes a vice president, a U.S. treasurer and a federal judge.
March 18, 2014
Ukrainian Crisis Spooks Global Asset AllocatorsTension in Ukraine and the prospect of widespread geopolitical instability have moved global investors toward a risk-off stance, Bank of America-Merrill Lynch found.