This is a story about a threat to your clients of which you may not be aware, but that you can do something about. It...
More Than Keeping Score
An accepted principle in portfolio management is rebalancing--the process of restoring your portfolio to its original mix that was designed to meet a specific investing...
The panelists are optimistic about what they forecast to be the sixth year of the bull market. No, they're not wearing rose-colored glasses: In interviews...
Your Word/Your Bond
How many people do you know who would play poker with you? For money? Over the telephone? And let you deal the cards? Imagine how...
Test Your CPI-Q
Not long ago, telling someone they looked like a million dollars was a compliment. Say it now and they might rush to schedule an emergency...
It's The Large Caps' Turn To Shine
The mutual funds that get talked about at cocktail parties are usually the small, singular sensations that deliver the sexiest returns. But the bulk of the money still resides in the big-stock funds that have been lagging behind small-company offerings for the past six years.
A New Way to Beat the Market?
To beat the market, mutual fund managers often ramp up risk, making outsize bets on stocks they expect to outperform. Now some quant jocks say they've hit upon a less risky approach: A strategy called 120/20, which, ironically, combines two risky strategies, leverage and short sales.
Industry Spotlight: Consumer Sectors
The share prices of some consumer-focused companies could improve in 2007, thanks to rising sales, improving margins and external factors, equity analysts say. ----- Terry Bivens Bear Stearns 212-272-6782 firstname.lastname@example.org Area...
Greenbacks in a Green World
After watching "An Inconvenient Truth," Al Gore's stunningly effective film about global warming, financial advisors may leave the theater wondering if green investments could translate...
Three top managers on what you need to know
It's no shock that a cloud of pessimism hangs over the mutual fund industry. But a strengthening economy at home and stellar returns in the...