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
Alternatives & Volatility: One Firm’s Winning Approach
By Ed McCarthy, CFP, RICPHere's how Litman Gregory puts together a multi-manager fund with low risk and impressive returns.
June 19, 2013
Vanguard Brews Business in Fun-Filled (Pun-Filled) Summer CampaignThe investing behemoth is serving a warm cup of metaphor this summer in a novel marketing campaign.
June 18, 2013
The Original Behavioral EconomistIve been doing the behavioral stuff for 35 years," said MainStay's Michael Aronstein. "Its the basis of investing and economics. Its only recently that its been popularized by academia. Theyre reconstituting something in a trivial manner.
June 17, 2013
Another Economic Crisis Brewing? How to Protect Client PortfoliosHeres part of my solution to protect client portfolios in the event of another market and economic crisis.
June 15, 2013
How to Handle Collectibles as Client AssetsEstate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.
June 13, 2013
How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of gamma whose applications have immediate take-home value for financial advisors.
June 12, 2013
Market Holds Rally, Investors Don’t Show UpYou dont get too many chances to get over 100% gain without inflation after only four years, said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.
June 11, 2013
Top 5 Trends Altering Annuities: 2013Six months into 2013, several trends have emerged that are making insurers reposition and reinvent their products, strategies and services.