Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
FPA Supports Federal Oversight of Indexed Annuities
By Melanie WaddellAs the comment period on the SEC's proposal to regulate indexed annuities as securities under the Securities Act of 1933 came to a close on September 10, the Financial Planning Association (FPA) told the SEC it supports federal regulation of indexed annuities.
September 07, 2008
U.S. Places Fannie Mae and Freddie Mac Into ConservatorshipOn Sunday, Sep. 7, Treasury Secretary Henry Paulson announced that the Treasury Department, in collaboration with the Federal Reserve and the new independent regulator, the Federal Housing Finance Agency (FHFA), had moved to place into conservatorship Fannie Mae and Freddie Mac, the troubled government-sponsored enterprises (GSEs) that have been under...
September 04, 2008
A Philanthropic Generation"Not only are young millionaires giving more than older generations, they are giving more than they have in the past," said Marguerite Griffin, national director of Philanthropic Services for Northern Trust, in announcing the results of some new Northern Trust research on charitable giving. In fact, the third annual "Wealth...
September 04, 2008
Fixing dividend investment strategiesJosh Peters, editor of Morningstar DividendInvestor, asks the question "Is dividend investing broken?" Large and small companies alike have cut their dividends this year, he...
September 02, 2008
Mixed Outlook for EquitiesOn the inflation front, the slowdown in global economic growth has finally hampered the rise in raw materials. Crude oil has fallen precipitously in the last few months, which has proven to be a boon for airline stocks and other big users of energy. As speculators continue to back away...
September 01, 2008
Top 5 Life Changes and How to Use Your Portfolio to Address ThemIn anyone's life, changes will occur that will greatly impact both health and finances. As an insurance agent, you must be equipped to address the top five changes using the tools in your portfolio -- and those changes are death, disability,
September 01, 2008
Still at the TopJim Moffett, lead manager of the UMB Scout International Fund, was as new to international equity markets as the firm was when it launched the...
September 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.