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
Templeton’s Mobius: New Global Investing Hot Spots
By John SullivanMark Mobius says the bull market in emerging markets will eventually surpass the rally here at home.
October 11, 2012
Obama vs. Romney: Energy Policy + Tax Policy = Major Differences for InvestorsFrom regulation to dividend taxation, Obama and Romney have very contrasting policies affecting the energy sector.
October 10, 2012
8 Presidents, 1 Nominee and Tax Rates They PaidThe controversy over Mitt Romneys limited disclosure of his tax history and the 14.1% tax rate he paid led AdvisorOne to compare his rate to eight presidents going back to 1970.
October 10, 2012
Peter Schiff: Avoiding Looming ‘Fiscal Cliff’ a MistakeEconomic gadfly and president and CEO of Euro Pacific Capital comes out strong in response to the IMFs latest report on the global economy.
October 10, 2012
Jack Welch Slams Critics, Defends Twitter Comments About Jobs NumbersThe management guru and former General Electric CEO responded Wednesday to the firestorm of criticism created by his tweet in response to employment figures.
October 09, 2012
Mass Affluents Pessimistic, Millionaires Optimistic on EconomyThe report finds 60% of mass affluent households have a negative view of the economy, a figure that was similar to, yet lower than, a year ago.
October 09, 2012
IRS Deadline to Switch IRA Back From Roth LoomsThe deadline is set for Oct. 15, the same deadline for taxpayers who were granted an extension to file.
October 08, 2012
Top 20 New Mega DonorsWealth-X tags the new crop of elite philanthropists following in the footsteps of Carnegie and Rockefeller.