Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
The Russell Reshuffle
By Staff WriterEvery June, Russell re-evaluates the index composition of its indexes. Why? Over 30 ETFs and many more mutual funds with more than $500 million in assets...
June 27, 2008
More at VanguardVanguard has introduced its Total World Stock Index Fund, which seeks to track the investment performance of the FTSE All-World Index--a "market-capitalization-weighted index designed to...
June 16, 2008
Banking on value stocksAfter watching major banks crash and burn recently, investors have been avoiding bank stocks. According to CNNMoney.com, though, some banks' cheap stocks are worth a...
June 02, 2008
Look Out for Rising DefaultsOne of the most useful of economic indicators is the credit spread, which measures the difference in lending rates between corporate and government borrowers. A relatively narrow spread shows that investors see little difference in risk between these two types of borrowers, while a widening spread means that corporate credit...
June 01, 2008
Involved PentamillionairesThe number of American millionaire households reached almost six million in 2007, according to Spectrem Group 's recent study, The Millionaire Investor, which is based...
June 01, 2008
What Will Client Relationships Be Like in 2038?When this magazine got its start -- a mere 30 years ago -- our world was a very different place. Mood rings, lava lamps and...
June 01, 2008
Counting on ConsumersIn the U.S. and overseas, shoppers are looking for good value, which is good news for a select group of companies. --- Neil CurrieUBS203-719 [email protected] Coverage Area: Drug-Based...
May 28, 2008
Boomer savings plans47% - Percent of boomers covered by a defined benefit plan. 50% - Percent of people born in 1946 who have a 401(k) or...