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
EU to Consider Caps on Banker Bonuses
By Marlene Y. SatterBritains Finance Minister George Osborne, who has been outspoken in his efforts to preserve the Londons financial primacy in Europe, is expected to oppose the measure and has already said he would fight any bonus caps proposed by Brussels.
November 09, 2012
Fidelity Reports Highest-Ever Average 401(k) BalancesGood news from Fidelity Investments on the subject of retirement planning.
November 08, 2012
These Economic Gurus Are Hopping Mad Over Obama’s VictoryMarc Faber, Peter Schiff and Charles Biderman slam Obama, while Nouriel Roubini lauds "a major defeat of Tea Party freaks."
November 07, 2012
Obama’s Back, Now Diversify: BNY Mellon AnalystsBNY Mellon's Dick Hoey says advisors and their clients should watch for an increase in the capital gains tax during Obama's second term.
November 07, 2012
Alice Schroeder on the Fiscal Cliff, the Risk in Fixed Income—and, Yes, Warren BuffettAlice Schroeder, the Bloomberg columnist and former insurance analyst who knows all there is to know about Warren Buffett, offered advisors some adviceand a few warningsabout the outlook for the economy post-election day.
November 07, 2012
PIMCO’s Gross: Higher Taxes Across the Board on the WayMarginal income taxes, capital gains and dividend tares will all rise, Bill Gross says.
November 02, 2012
Four Tax-Saving Strategies for AdvisorsWith possible changes on the horizon, it's time to take action -- the right action.
November 02, 2012
Why Bogle’s Wrong on ETFsIt's worth analyzing three key arguments in the Vanguard founder's thinking on exchange traded funds