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
Wine Fund Investing Without the Hangover
By Ed McCarthy, CFP, RICPThere are several ways to enjoy fruitful investing in fine wines without getting a headache, according to one expert.
July 11, 2013
Milevsky Warns: Beware of Annuity IgnoranceTodays sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
July 11, 2013
Bill Miller, Legendary Fund Manager, Back on TopBill Miller, the Legg Mason fund manager who beat the S&P 500 for 15 years straight before seeing his fund massacred by the financial crisis, is proving you can't keep a good manager down, says The Wall Street Journal.
July 11, 2013
ETFs Got You Down? AdvisorIQ Is Here to HelpNew platform from CLS Investments provides industry insight, trends and profiles of successful ETF advisors.
July 10, 2013
Gen Z on Paying for College, Leaving the NestTD Ameritrade surveyed the up-and-coming generation on their biggest financial worries and the age still living with parents becomes uncool.
July 10, 2013
Rogoff on Gold: ‘Not Much Has Changed Since 2010’Does the gold price collapse signal a vote in economic confidence?
July 08, 2013
The Heavy Price of StockpickingIf the pros can't get it right, wealth manager Eric Nelson asks, what's the chance that a do-it-yourself investor will do any better?
July 05, 2013
Wall Street Fees Bleeding Pension Funds, Report SaysStates struggling with unfunded pension liabilities could come up with tens of billions fairly quickly by simply cutting Wall Street out of their fat pension management contracts.