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
10 Tech Trends That’ll Rattle the Advisory Industry
By Danielle AndrusAttracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
November 04, 2013
Investing in Credit: ‘Know When to Get Out,’ Says Pioneer’s TempleA combination of traditional signals and nimble new strategies is a winning formula for the Boston-based fund family.
November 04, 2013
Deconstructing DFA’s Secret SauceIn an analysis, DFA advisor Eric Nelson teases out the factors that make the firm's exclusive funds outperform.
November 04, 2013
A Way to Smooth the Market Volatility RideWhen volatility returns to the markets, protection via options strategies may smooth the ride.
November 04, 2013
Why I’m Using Stock ETFs in Client PortfoliosIn part one of a series, why I've become a fan of ETFseven equity ETFsto the point of preferring them over stock mutual funds.
November 03, 2013
Puerto Rico’s Bond Woes: What Went Wrong?The island was flying high on the Feds quantitative easing; now the possible pullback has had an outsize, and devastating, impact.
November 01, 2013
What Happens to Fixed-Income ETFs With Debt at $18 Trillion?Some holdings could be vulnerable to the shenanigans of politicians.
October 31, 2013
4 Structures for Advisors to Access Private EquityAdvisors should familiarize themselves with these structures and understand how each can provide diverse, unique benefits for client portfolios.