Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Tandem Performance Puzzle
By Ben WarwickTypically, stocks and bonds go in opposite directions, a tendency that has exhibited itself throughout most of 2009. But in the last four weeks, long-dated Treasuries have risen right alongside equities, as the pair has each notched a 6% gain.
September 24, 2009
Back to Basics: Large-Cap Growth Funds: Mutual Fund Focus, September 2009Among the dilemmas that haunt the world of investing, growth versus value is one of the most fundamental. Buy low and hope for a turnaround, or go with a proven winner, betting the streak will keep going?
September 23, 2009
John Hancock expands fixed annuity portfolio with new JH Signature productJohn Hancock Financial's Fixed Products Group, Boston, has announced the launch of its latest fixed annuity product: JH Signature.
September 22, 2009
Coventry Courts ManagersA life settlement firm hopes to sell more support services to companies that own life settlement portfolios.
September 22, 2009
Coventry Courts ManagersA life settlement firm hopes to sell more support services to companies that own life settlement portfolios.
September 22, 2009
The State of the ConsumerThere's some obvious trepidation out there among buyers, who would rather save than spend. But instead of money-market accounts (and their zero yields), it seems that most folks prefer to stash their savings in the stock and bond markets.
September 22, 2009
John Hancock expands fixed annuity portfolio with new JH Signature productJohn Hancock Financial's Fixed Products Group, Boston, has announced the launch of its latest fixed annuity product: JH Signature.
September 21, 2009
How I Prepare for Quarterly Account ReviewsWhat 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)...