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
Morningstar Finds TDF Fees Falling, Assets Growing
By John SullivanAverage industry glide paths for target-date funds should reasonably meet the typical worker's spending needs in retirement, Morningstar says in a new report.
June 26, 2013
JPMorgan, Goldman Top First-Half DealmakingThe research firm Mergermarket reports on Q1 and Q2 results.
June 26, 2013
Fed’s Fisher Tempers ‘Taper Tantrum’ TalkThe Dallas Fed president employed his usual folksy metaphors to describe investor behavior, comparing them to wild pigs.
June 25, 2013
When RIA Zombies Attack, Money Manager Has Survival GuideAre you an RIA or a ZIAzombie investment advisor? That is the question, or challenge at least, put forward by one third-party money manager trying to get your attention and maybe even partner with you in managing client assets.
June 24, 2013
Taper Tantrum: Markets Recoil, Advisors Scramble on Fed NewsWhether its stocks, bonds, emerging markets or ETFs, investors want financial advisors to tell them how to protect their portfolios.
June 24, 2013
Hussman: Gonna Party Like It’s 1929Besides today, Hussman sees just four other times1929, 1987, 2000 and 2007, none joyous for investorsmarked by similar market conditions.
June 24, 2013
Mobius: China to Experience U.S.-Like Housing CrisisThe credit crunch was spiked by the Chinese central bank's tightening of liquidity.
June 20, 2013
Alternatives & Volatility: One Firm’s Winning ApproachHere's how Litman Gregory puts together a multi-manager fund with low risk and impressive returns.