Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Who Are the Champions?
By Maya IvanovaLast month, the 2008 Beijing Olympics not only witnessed new athletic speed records, it also set television records by attracting 214 million American viewers over...
September 04, 2008
A Philanthropic Generation"Not only are young millionaires giving more than older generations, they are giving more than they have in the past," said Marguerite Griffin, national director of Philanthropic Services for Northern Trust, in announcing the results of some new Northern Trust research on charitable giving. In fact, the third annual "Wealth...
September 04, 2008
Fixing dividend investment strategiesJosh Peters, editor of Morningstar DividendInvestor, asks the question "Is dividend investing broken?" Large and small companies alike have cut their dividends this year, he...
September 02, 2008
Mixed Outlook for EquitiesOn the inflation front, the slowdown in global economic growth has finally hampered the rise in raw materials. Crude oil has fallen precipitously in the last few months, which has proven to be a boon for airline stocks and other big users of energy. As speculators continue to back away...
September 01, 2008
Top 5 Life Changes and How to Use Your Portfolio to Address ThemIn anyone's life, changes will occur that will greatly impact both health and finances. As an insurance agent, you must be equipped to address the top five changes using the tools in your portfolio -- and those changes are death, disability,
September 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.
September 01, 2008
Go East, Young Man!For investors interested in diversifying their portfolios with European holdings, the best advice may be to look to the emerging markets of Eastern Europe, as...
September 01, 2008
Catching up with...Recently appointed head of the Registered Investment Advisor (RIA) channel for JPMorgan Funds, Steve Lundquist will be responsible for the business strategy of the institutional...