WM Investment Strategies - INVESTMENT STRATEGIES SPECIAL REPORT

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APRIL 13, 2019

ALTERNATIVE INVESTMENTS

Dan Weil

A flood of new funds are rising up to help investors take advantage of the new tax breaks, but hedge fund-like fees, risky projects and a lack of oversight could lead your client down a black hole.

FULL ARTICLE

MUTUAL FUNDS

The Best Retirement Income Fund

Brad Zigler

Given the instability in the market, can clients rely on these income funds to provide the support they expect?

FULL ARTICLE

Sponsored by Amplify ETFs

Discover a strategy to help investors buffer against losses while still participating in equity upside. Tuesday, April 16, 1 p.m. ET.

ALTERNATIVE INVESTMENTS

Investors’ Guide to Gen Z: Weed, Social Justice and Kylie Jenner

Craig Giammona, Carolina Wilson and Sarah Ponczek

It may be time to diversify your portfolio beyond millennials.

FULL ARTICLE

EQUITIES

Markets Dodge a Bullet. Maybe.

Brad Zigler

Real interest rates are breaking upward.

FULL ARTICLE

FIXED INCOME

For Fed Watchers, Look at Its Actions, Not Words

John Bellows

The Fed needs to start cutting interest rates if it's serious about its inflation objectives.

FULL ARTICLE

EQUITIES

Why Management Needs to Have Skin in the Game

Brady Fletcher

Review this checklist to help source businesses with management teams that have an interest in the company’s performance.

FULL ARTICLE

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