Model Portfolios: Watching Inflows and Outflows
Model portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
High-Quality Stocks Selling at Bargain Prices: Morningstar
There are more high-quality stocks selling below their fair value than there have been for the last three years, according to Morningstar.
Top Portfolio Products: New Muni Bond Fund From Vanguard, Market Neutral Stock Fund From Hatteras
Also, Envestnet added a CLS Investments strategy to its network, and Guardian Retirement Solutions expanded its investment option lineup.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap Blend
The data seems to show that indexing the Foreign Large Cap Blend space is fairly difficult.
Is Now the Time to Buy Energy Stocks?
If so, how and what should you buy? Large caps or small, individual equities or mutual funds? A look at the data suggests some strategies.
Advisors Urge Investors: Don’t Panic
Their advice to clients as markets plunged: Don’t panic, review your portfolio and — if your stomach can handle it — consider buying more stocks.
Top Portfolio Products: New ETFs from Van Eck, Compass EMP and Direxion
Portfolio products launched this week include leveraged long and short ETFs based on homebuilding and regional bank sectors, and an active share measure.
How to Profit From a Strong and Rising Dollar
A stronger dollar may not be good news for U.S. exporters but could make money for investors playing the currency trade.
3 Reasons Not to Worry About the Fed’s First Rate Hike
The first Fed rate hike in more than nine years might not be the big event that the market has been anticipating.
It's a Good Time to Visit Muniland, but Come Prepared
David Kotok, co-author of "Adventures in Muniland," and Matt Fabian of Municipal Market Analytics counsel muni bond investors on what to watch out for.