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
Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s
By Gil WeinreichAdvisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might thinkbut Vanguard answers back to AdvisorOne.
April 25, 2013
2013 SMA Managers of the Year Nominees: U.S. Small-, Mid- or SMID-Cap EquityThe nominees in this categoryfrom EARNEST, GW&K, Glenmede and Riverbridgedemonstrate that good things can come in small (and SMID) packages.
April 23, 2013
Vanguard Asks: How Much Return Do Your Clients Really Need?Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of most portfolios, a Vanguard research paper argues.
April 23, 2013
8 of History’s Best InvestmentsWhen the right investor marries the right time with the right company, the return on investment and the size of the return goes through the roof.
April 23, 2013
8 of History’s Best InvestmentsWhen the right investor marries the right time with the right company, the return on investment and the size of the return goes through the roof.
April 22, 2013
Hussman: When Barron’s Poll Shows Exuberance, Run AwayWhen the cover of a major financial magazine features a cartoon of a bull leaping through the air on a pogo stick, its probably about time to cash in the chips, John Hussman writes.
April 19, 2013
Simpson, Bowles Reduce New Deficit Plan to Prod CongressLike Jackie Gleasons Buford T. Justice in 1977s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.
April 18, 2013
15 Best Investing Quotes of All TimeWhether markets are roaring ahead or stumbling off a cliff, good, solid advice is always needed to restrain the euphoria or soothe the panic attack.