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
Why It’s Worth Factoring in Factors
By Ed McCarthy, CFP, RICPAdding factor strategies to investment portfolios may provide investors with greater diversification, better wealth preservation and other benefits, argues Bill DeRoche of QuantShares.
February 24, 2012
Jim Rogers Picks Obama to Win Election but Prefers Ron PaulLeading presidential hopefuls Obama, Mitt Romney and Rick Santorum 'dont have a clue whats going on,' Rogers believes.
February 24, 2012
LGBTQ Groups Received $771M in U.S. Foundation Grants Over 40 YearsIn 2010, 318 organizations donated $97 million in support of LGBTQ issues and organizations, the report said.
February 23, 2012
New Behavioral Finance Findings and Optimal Asset AllocationA Swiss professor extends Kahneman and Tversky's research to explore how a client's aversion to loss is based on individual reference points and mental accounting, and the implications for advisors.
February 23, 2012
U.K. Wealth Tax Brought Less Revenue Than Before Tax HikeAdvocates for lower taxes are sure to take the recent poor revenue results in the U.K., which last year raised its top rate on high income earners from 40% to 50%, as a demonstration of the ineffectiveness of a tax-the-rich policy.
February 23, 2012
Dallas Fed's Fisher Says No QE3 NeededDallas Federal Reserve Bank President Richard Fisher said Thursday the U.S. economy is getting better and repeated his view that further quantitative easing, also known as QE3, was not needed from the central bank.
February 22, 2012
White House’s Corporate Tax Reform Derided by Republicans, BusinessesThe Obama administration has unveiled a framework for corporate tax reform that lowers rates while eliminating loopholes, but the proposal has already met with sharp criticism from Republicans and corporations for proposing a rate higher than the developed-country average.
February 22, 2012
Larger Bank of England Stimulus Was OverriddenTwo of the nine members of the Bank of Englands Monetary Policy Committee were outvoted at the committees last meeting when they sought to boost its stimulus to 75 billion pounds ($118 billion). The majority was concerned that such a move would cause alarm over the state of the economy...