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
March Market Madness: LPL’s Kleintop on 16 Stock Drivers
By Janet LevauxThe markets give investors and advisors a lot to keep up with just as the NCAA tournament does for sports fans.
March 17, 2014
How Lowering Taxes Drove Paper Millionaires to the PoorhouseTax expert Less Antman discusses how trying to minimize taxes with annuities, delayed stock sales or other means can be a trap.
March 17, 2014
John Lindsey: How Edward Jones ‘Brutalizes’ Breakaway BrokersWhen John Lindsey broke away in 2012, Edward Jones sued for $5 million. But Lindsey fought back and is helping other brokers do the same.
March 16, 2014
Hedge Fund Valuation: What Advisors Need to KnowHedge fund valuation gets tricky when managers move away from traditional strategies. Advisors have a crucial role to play on due diligence and liquidation.
March 11, 2014
Taxation of 401(k) Distributions and Hardship WithdrawalsThe Tax Facts Online experts help explain restrictions and taxation on 401(k) hardship withdrawals.
March 07, 2014
Are the Markets Dancing on the Deck of the Titanic?For a quarter-century, financial markets have not known what it means to price the risk of a superpower confrontation and how it impacts the global business climate. Does the stock market reaction suggest another bubble?
March 07, 2014
Bill Gross on Stocks: Head for Exits After 2014Bill Gross says 2014 will be a good year, but, quoting Yeats, warns that after years of QE, the center cannot hold.
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.