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
Taxation of 401(k) Distributions and Hardship Withdrawals
By Tax Facts OnlineThe Tax Facts Online experts help explain restrictions and taxation on 401(k) hardship withdrawals.
March 07, 2014
Will You Outlive Your Mutual Fund? Fund Death Rattles Still StingOur latest research into mutual fund closures explores why holding onto funds that are closing may not be best for your clients portfolios.
March 06, 2014
DFA Beats Bogle, Grantham—They All Beat Buffett: AnalysisDFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
March 05, 2014
Top 10 Best States for 401(k) PlansThe best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
March 04, 2014
Roth IRAs and Taxes: Contributions, Rollovers, DistributionsThe Tax Facts Online experts explain the tax implications in three major areas.
March 04, 2014
Buffett’s 5 Nuggets of Investing WisdomBuffetts annual letter offers some timeless wisdom on how Berkshire achieved a 19.7% annual growth rate over the past 49 years.
March 01, 2014
Why Fund Investors Keep Getting It WrongFinancial advisors have the chance to help them (finally) get it right, Morningstar research shows.
February 28, 2014
Are You Vulnerable to the Robo-Advisor Threat?If you dont systematize the investment process, and thus make effective rebalancing possible, youre in trouble.