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
Yes, Closed-End Fund Yields Are High, but There’s a Catch
By Joyce Hanson"Not all yields are created equal," warns S&P Capital IQs Alec Young.
August 21, 2012
6 U.S. Cities That Fell Off the Fiscal Cliff—and SurvivedAdvisorOne looks at six municipalities that filed for bankruptcy but climbed their way back to solvency.
August 21, 2012
Soros Buys Into Manchester UnitedAccording to SEC filings, Soros Fund Management snapped up more than 3.1 million shares to the tune of 25.8 million pounds ($40.7 million) as of the stocks closing price on Monday.
August 17, 2012
At Back-to-School Time, Tips for Saving and Paying for CollegeYour clients already feeling the pain of paying tuition? Reminders on how to save for college and how to offset your payments with tax credits and deductions.
August 17, 2012
Facebook Shares Hit New LowFacebook Inc.'s IPO woes continued Thursday, as imposed lockup deadline expired, allowing early investors to sell their shares.
August 16, 2012
Five Good Questions for Michael Kitces of PinnacleThe portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
August 15, 2012
Dan Ariely’s 6 Rules to Fight Bad Decision-Making Under StressBehavioral economist and "Predictably Irrational" author Dan Ariely says being good or bad depends on how many tempations we've fought that day.
August 14, 2012
Equities Cult High Priest Malkiel Burns PIMCO’s Gross: Reducing Stocks Would Be ‘Huge Mistake’PIMCO Chairman Bill Gross launched a bond investors jihad recently with his remarks that the cult of equities is dying. Burton Malkiel, author of A Random Walk Down Wall Street, is the latest to fire back.