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
Which Funds Will Outperform? Active Share Benchmarking May Offer Clue
By Ed McCarthy, CFP, RICPResearch shows that portfolios that vary significantly from their indexes tend to outperform them over time.
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.
January 16, 2014
7 Big Economic Predictions for Next 10 Years: VanguardVanguard makes predictions for the global economy, inflation, monetary policy, interest rates, the bond market, the global equity market and asset allocation strategies.
January 15, 2014
Faber Sees ‘Gigantic’ Asset Bubble, Slowing Growth: VideoMarc Faber, publisher of the Gloom, Boom & Doom report, talks to Bloomberg TV about Fed policy's impact on global economy, Bitcoin and financial markets.
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.