Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
The Hangover-Free Summer Party: Searching for Alpha, August 2009
By Ben WarwickHow long can the market continue to rally with an absence of genuine economic growth? July's gain of 7.82% in the S&P 500 puts that index's five-month return at over 34%.
August 01, 2009
Asset AllocationBehind the Numbers, with Mark Balasa Although risk remains, Balasa says that he and his colleagues in the Alpha Group have "a growing optimism around some...
August 01, 2009
Alternative Energy Twisting in the WindLast July in this column ("Energy Is in the Air"), I wrote enthusiastically about T. Boone Pickens's plans to build the world's largest wind farm...
August 01, 2009
Venture Populist: Positive Asymmetrical OutcomesRecent proclamations in this column and venturepopulist.com blog posts that "MPT failed" in the crisis of 2008 have elicited a distinctively binary response from wealth...
August 01, 2009
More Annuities Used in Income PortfoliosAt a time when the market downturn has caused some advisors to question their ability to construct adequate retirement income portfolios, advisors are increasingly turning...
August 01, 2009
Soapbox: Ducking (Swanning?) for CoverIt's one thing for clients to be unhappy about losing money and quite another to be unhappy about bad advice. No one enjoys losing money...
August 01, 2009
The Green Advisor: Cleaner Air and CashAlthough the climate bill that passed the House of Representatives in June went through many changes on its way to securing a majority of support,...
July 29, 2009
SEC Ordered to Reconsider Annuity RuleFinding on July 21 that the SEC had "failed to properly consider the effect of the rule upon efficiency, competition and capital formation," the Court of Appeals for the District of Columbia told the SEC to reconsider Rule 151A.