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
8 Super Super Bowl Numbers
By Dan BermanFrom $600 million to the lowly zero, some intriguing numbers behind the Super Bowl frenzy.
January 27, 2014
How Indexing Distorts Investment RealityIndex funds growth brings investing into uncharted territory.
January 24, 2014
Which Funds Will Outperform? Active Share Benchmarking May Offer ClueResearch shows that portfolios that vary significantly from their indexes tend to outperform them over time.
January 24, 2014
What You Need to Successfully ProspectTo attract potential clients and keep current clients engaged, build your own library of documents to share. Here's how to get started.
January 22, 2014
30 Best & Worst ETFs of Bernanke EraHistory will judge the Fed chairmans eight-year tenure, but data from ETF Database give an objective preview.
January 22, 2014
3 ETFs Poised to Dominate in 2014: ZacksThese three ETFs represent hot market sectors and are kicking off the new year in stellar form, according to Zacks.
January 21, 2014
ETFs for PoetsRon Surz offers a quick and painless course on ETF portfolio construction through Longfellow, Thoreau, Hogg and Shelley.
January 20, 2014
Risk Tolerance: 4 Things You Need to Learn From ClientsIve built my own risk tolerance questionnaire to more accurately determine my clients needs, and to protect myself.