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

Tax Planning

Top 10 Tax Cheats: the Big, the Bad & the Weird

By Dan Berman
Is Another ETN Meltdown Possible?

March 01, 2013

Is Another ETN Meltdown Possible?
How to Capitalize on Shale Gas Trend: A Top Manager’s Favorite Plays

March 01, 2013

How to Capitalize on Shale Gas Trend: A Top Manager’s Favorite Plays
Mixed Signals Give Gold Investors Whiplash

February 27, 2013

Mixed Signals Give Gold Investors Whiplash
NY Times: Down With Shareholder Democracy

February 26, 2013

NY Times: Down With Shareholder Democracy
PIMCO’s El-Erian: 3 Reasons for Stock Market Sustainability

February 26, 2013

PIMCO’s El-Erian: 3 Reasons for Stock Market Sustainability
WARNING: Fed Candy May Be Hazardous to Your Wealth

February 26, 2013

WARNING: Fed Candy May Be Hazardous to Your Wealth
How First Trust’s Wesbury Learned to Stop Worrying and Love the Sequester

February 25, 2013

How First Trust’s Wesbury Learned to Stop Worrying and Love the Sequester