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
What to Do About New Medicare Taxes: Kitces at FPA Conference
By John SullivanMichael Kitces, Pinnacle Advisory Groups managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
October 01, 2012
Dallas Fed Official on ‘Wyle E. Coyote’ EconomyThe Federal Reserve Bank of Dallas came to San Antonio on Saturday for a session on how we got to where we are in the economic crisis, and whats next for the recovery.
September 28, 2012
Church of England Blasts Bankers Over Libor ScandalThe British parliamentary commission investigating the Libor rate-fixing scandal has been handed a mission from God.
September 28, 2012
Advisors, the Election and Portfolios: One if by Land, Two if by SeaAdvisor Mike Martin comments on how or whether the upcoming elections should influence the way advisors structure client portfolios.
September 27, 2012
3 Reasons Obama Will Capture Independents’ Vote: Andy FriedmanAndy Friedman of the Washington Update says in his commentary that independent voters will likely tilt the election to Obama, and that the election won't immediately resolve the uncertainty surrounding the fiscal cliff.
September 26, 2012
Obama vs. Romney: Top 7 Places Where Campaign Cash Comes FromWhich sectors give the most cash to which candidates? Some of the amounts are surprising.
September 26, 2012
Consumer Confidence Rises in September, Advisor Confidence FallsConflicting sentiments over the relative strength of the economy has pundits scratching their heads.
September 25, 2012
Beyond the Ivory TowerFor three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.