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
Deconstructing DFA’s Secret Sauce
By Gil WeinreichIn an analysis, DFA advisor Eric Nelson teases out the factors that make the firm's exclusive funds outperform.
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.
October 28, 2013
Are Fundamental ETFs Better?While traditional market capitalization weighted funds still rule the roost, ETFs that use alternative weighting strategies deserve attention.
October 28, 2013
Grace Under PressureTheres no SRI going on here at all, George Schwartz, CFA and president of Schwartz Investment Counsel, bluntly stated at the outset of the interview. We do MRI.
October 28, 2013
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—SlideshowWhat does an advisor have to do to ensure a successful transition with an internal candidate?