Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Assets in ETFs Reverse Course
By James J. GreenFollowing three months of decline that began in the fall of 2008, assets invested in exchange traded funds grew by 11.9% in December 2008
January 05, 2009
Currency Valuations on the Wane: Searching for Alpha, January 2009In this treacherous environment, one asset class seems to be the target of central banks - currencies.
January 01, 2009
Doing the work to maintain your current clientsIn the financial services industry, it's very easy to spend most of your time and resources on marketing for new clients. There's nothing wrong with that, but it's also very important that you continue to maintain a good
January 01, 2009
Overcoming ObjectionsObjection: The client is uncomfortable sharing details of their finances with family members. If this is an issue with a client, you need to have frank conversation to tell him he is doing his family members a great disservice by leaving them in the
January 01, 2009
Asset Allocation"The key to 2009 is whether an Obama stimulus package can ignite consumer rebound," says Kelly, the chief market strategist for JPMorgan Funds, adding that...
January 01, 2009
Theorizing Risk with Harry MarkowitzHarry Markowitz is best known for his pioneering work in Modern Portfolio Theory (MPT). He evaluated the impact of things like asset risk, diversification, and...
January 01, 2009
More Pain, Then Pleasure (Maybe)Hindsight may always be 20/20, but in these market and economic times, the cognoscenti seem to agree that even perfect vision and an understanding of...
January 01, 2009
First ResponderThe veteran advisor from New York was clearly distraught. It was also clear that he wasn't often distraught when it came to matters financial. He...