Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Millionaires Have Remained in the Market: U.S. Bank Survey
By Michael S. FischerMost U.S. millionaire investors have stayed in the market despite the recession, a fragile recovery and continued market volatility, according to a survey released Monday by U.S. Bank.
November 05, 2010
Feds Say Man Misled InvestorsFederal officials have accused an Illinois man of misusing money that was supposed to be invested in a life settlement fund and other investment funds.
November 02, 2010
Taking Barclay’s HNW Financial Personality TestWhat it's like to complete the Barclay's Wealth assessment and emerge as a nervous Nellie client
November 01, 2010
The Price to Pay for Ibbotson’s Illiquidity PremiumRegular readers of this column frequently inquire as to which alternative asset classes or investment strategies may have risk-return characteristics similar to direct investments in startups.
November 01, 2010
Managing Problem ClientsAdvisors are a unique breed! In addition to their core competencies, they also often need to be economists, communicators, educators, therapists and magicians in order...
November 01, 2010
Vetting AdvisorsSaul Nirenberg Founder, Saul Nirenberg & Co. (www.portfoliostrategy.com); New York Advice on 401(k) Business: "First, put together the best investment options.... Second, make sure [your] fees are...
October 29, 2010
GDP in Q3 Showed 2% Growth as Economy Found ‘More Traction’The nation's gross domestic product (GDP) rose by 2% in the third quarter, compared to second-quarter growth of 1.7%, the U.S. government reported Friday.
October 28, 2010
Finding and Serving African-American ClientsI have heard advisors say it so many times that I take it as true: Advisors in general want the dream client, one with seven figures of investable assets and a healthy income. Historically, that wouldn't describe average members of the African-American community.