Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Look Out for Rising Defaults
By Ben WarwickOne of the most useful of economic indicators is the credit spread, which measures the difference in lending rates between corporate and government borrowers. A relatively narrow spread shows that investors see little difference in risk between these two types of borrowers, while a widening spread means that corporate credit...
June 01, 2008
Asset Allocation, June 2008To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
June 01, 2008
Behind the Numbers with Sam StovallDuring a Webinar in late April, Sam Stovall, S&P's chief economic strategist, discussed the equity market outlook. Stovall believes that from economic, fundamental, technical, and...
May 31, 2008
MetLife expands reverse mortgage reachMetLife Inc. announced it has purchased EverBank Reverse Mortgage LLC from EverBank. The announcement said it will operate as a division or subsidiary of MetLife Bank, itself a subsidiary of MetLife Inc. "MetLife Bank added reverse mortgages
May 28, 2008
Critical care for the boomer portfolioReal estate and health care - could there be two more volatile topics at the moment? Try combining them. The November issue of Boomer Market...
May 28, 2008
Effective team buildingSix steps to team success: Shared values - Examples of important team values include: the client experience, how members of the team are compensated and...
May 28, 2008
Building your emotional portfolioAdvisors who can identify their own emotional responses and diffuse them can improve productivity, according to Hendrie Weisinger. In his book, "The Emotionally Intelligent Financial...
May 28, 2008
Managed accounts in the boomer portfolioFirst came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...