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
Bill Gross Slams Fed ‘Merry-Go-Round’ Policy
By John SullivanBill Gross is again making waves (or tweets) ahead of the Federal Reserves much-anticipated statement set for later this week.
October 19, 2012
In Muni Sector, High-Yield Bonds Are Cooling, but State Bonds Are HotMunicipal bonds tied to the tobacco settlement have been hot lately, returning over 19% so far this year, but that doesnt mean investors should inhale, says an S&P analyst.
October 19, 2012
IRS Raises 401(k) Contribution LimitsWhile an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.
October 17, 2012
Reinhart and Rogoff Rebuke Romney Economic AdvisersReinhart and Rogoff, economic historians famous for their book, "This Time Is Different," criticized economists advising the Romney campaign who misused their findings from their book on the recent economic recovery.
October 17, 2012
Templeton’s Mobius: New Global Investing Hot SpotsMark Mobius says the bull market in emerging markets will eventually surpass the rally here at home.
October 15, 2012
8 Stock Market Omens That Influence InvestorsInvestment decisions are driven by the cold, hard factsexcept when they arent.
October 15, 2012
How to Help Clients With Donation AppraisalsHere are four techniques that advisors can share with collectors seeking to donate collections and take a tax write-off.
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.