Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
How I Prepare for Quarterly Account Reviews
By Mike PattonWhat do farmers and advisors have in common? They both plant and they both harvest. In the financial advisory business, we plant seeds (market our services)...
September 08, 2009
"Trust Doesn't Come and Go"Once an advisor has that trusted relationship with a client, can the advisor "go back" to a non-fiduciary relationship?
September 07, 2009
What's the Prognosis for Passive and Active Management?There is considerable debate over whether the recent decline in stock prices has resulted in a great buying opportunity. And which metrics should advisors use to evaluate that?
September 07, 2009
What Can Currency ETFs do for Your Clients?It was 17 years ago that George Soros wagered $10 billion that the Bank of England (BOE) couldn't maintain the value of the British pound--and won.
September 03, 2009
Seeking RedemptionDeutsche Bank will redeem all shares of a leveraged, exchange-traded note (ETN) on or about September 9th at a price to be determined on that...
September 03, 2009
The Loneliness of the Long-Term Equity InvestorOne of the most ingrained investing precepts is that the longer one's time horizon, the more appropriate equities are as an asset class. But how quickly do the risks in equity investing diminish over time?
September 01, 2009
Can China Turn Inward? Searching for Alpha, September 2009When China sneezes, the world catches a cold. Especially in the energy markets.
September 01, 2009
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...