Can Currency Help Diversify Portfolios?
In Making Sense of the Dollar, Marc Chandler journeys afield from standard forex territory, into labor market mobility, socialism, manufacturing, technology and productivity. More specifically, the book offers some thoughts for portfolio construction.
Warning: Quick Decisions May Hurt Performance
"Not so fast," at least when it comes to money. David Adler's book, "Snap Judgment" (FT Press, July 2009), takes a look at the psychology of financial decisions.
Advertise with impact
When financial planners advertise, they engage prospective clients in an elaborate mating dance. Customers ultimately expect live interaction, usually through telephones and branch offices. As...
here is plenty of blame to go around for the financial meltdown of 2008. Culprits range from dozy regulators to feckless investors to consumers who...
MARK IT TO MARKET
Global equity markets lurch in waves of volatility. Banks are loathe to lend, withholding the lubricant that makes economies function. At the epicenter of the...
Set realistic expectations
Mike Martin of Columbia, Md.-based Financial Advantage recounts how a prospective client came to see him a year ago and said, "If I make 15...
In 1965, two astronomers in Crawford Hill, N.J. were monitoring radio emissions from the Milky Way. A low and annoying hum interrupted their work. They...
Leading the tech revolution
Tech-savvy advisors. Boomers want them. Are you one? If not, here's how to catch up. Choosing financial planning software for your practice is a daunting task....
When the equity averages began to teeter in 2000, Michael Martin turned 30 percent of his portfolios into zero coupon bonds. He hoped to obtain...
Living with Lockups
In January 2008, Citigroup made a tough decision on CSO Partners--a $500 million fund consisting mainly of leveraged loans, which had lost 11 percent in...