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
DFA Beats Bogle, Grantham—They All Beat Buffett: Analysis
By Gil WeinreichDFA 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 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.
February 28, 2014
Traditional Indexing Delivers Below-Average, Not Average, ReturnsA Research Affiliates study questions a cherished tenet of index investing namely, that it produces market-based returns.
February 27, 2014
Global Confidence Is Up, but U.S. Investors Don’t Feel ItGlobally, investor confidence is increasing. When you look at American investors, though, their optimism is fading.
February 27, 2014
What Buffett’s Farm Can Teach InvestorsWhat investors should value, and what is a distraction, are key themes in Buffetts widely anticipated annual shareholder letter, coming this weekend.
February 26, 2014
12 Best & Worst Broker-Dealers: Q4 Earnings, 2013Some of Wall Street's major players haven't been able to turn their results around, but others are putting their troubles behind them.