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
ETFs for Poets
By Gil WeinreichRon Surz offers a quick and painless course on ETF portfolio construction through Longfellow, Thoreau, Hogg and Shelley.
January 15, 2014
Gundlach Looks to ‘Giddily Despised’ Investments in 2014"The concept of contrarianism has never had a better setup," DoubleLine CEO Jeffrey Gundlach says, weighing in on the dollar, gold, Apple and more.
January 15, 2014
7 Hottest 401(k) Trends for 2014: FidelityFidelity's 401(k) team put together a list of trends, including greater adoption of Roth 401(k)s and managed account options.
January 13, 2014
Rising Rates and Options Strategies in 2014An analysis of risk/reward using three common options trading strategies.
January 13, 2014
Top 15 Best Foreign Countries for Retirement: 2014Picking a country to retire to could be key to a financially comfortable retirement. International Living offers help with its yearly list.
January 10, 2014
Equities ‘Frothy,’ Markets Volatile: Vanguard ExecsCEO Bill McNabb and CIO Tim Buckley point to positive economic trends and discuss concerns over stock valuations.
January 09, 2014
PIMCO’s Gross: Fear Not, Bond Investors!After a losing 2013, Bill Gross lays out a bond strategy he says will produce 3% to 4% returns this year.
January 08, 2014
Your Clients Will Pay for World’s Debt, Advisor WarnsAdvisor Romain Hatchuel says higher taxes, especially on the wealthy, are imminent as Western nations deal with heavy debt loads.