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
Time to Embrace Risk—Searching for Alpha for September 2013
By Ben WarwickWhat to do following stocks' swoon in August? Rebalance to equities.
August 29, 2013
PIMCO’s El-Erian: Don’t Get Too Excited About GDP GrowthStronger-than-expected GDP growth in the second quarter rising to 2.5%: great news, right? Not so fast.
August 27, 2013
Boosting Monthly Savings by $33 Could Add $330 to Retirement PaycheckIn its quarterly 401(k) report, Fidelity says younger workers who boost savings by 1% can meaningfully impact their monthly paycheck at retirement.
August 26, 2013
Why Investment Performance Is a DistractionSuccessful investing stems from process, not goals.
August 26, 2013
Arnott’s Value Firm Grabs Momentum ‘Hot Potato’ in PaperThe risk of a portfolio blowup is high, says Research Affiliates, but momentum investing could improve returns as a short-term add-on.
August 26, 2013
5 Funds Newly Rated by MorningstarLooking for a small cap, real estate, value or strategic equity fund? Here are five options with their first Morningstar ratings.
August 23, 2013
Microsoft Up 6% Today, but as for Tomorrow …As CEO Steve Ballmer makes his exit, its worth noting that Microsoft stock has outperformed the Dow, and market darlings like Google, recently.
August 21, 2013
Corporate Directors Cautiously Optimistic on Economic GrowthA possible collapse in the economic recovery is still at the forefront of many minds, according to the NACD.