Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
U.S. Global's Frank Holmes Explains His CEO/CIO Style
By Janet Levaux(San Antonio) After meeting face to face with U.S. Global Investors CEO and CIO Frank Holmes, you'll likely have trouble remembering the Alamo. The Toronto...
December 01, 2006
Canadian Cold Front Hits Unit TrustsThe surprise proclamation by the Canadian government that the income trust sector will lose its preferential tax status by 2011 sent shockwaves through the country's...
December 01, 2006
Six Inspirational AdvisorsOne characteristic that distinguishes the best financial advisors, or the best in any profession, is that they are never satisfied with themselves; they know they...
December 01, 2006
Growing GreenWhether as a conscious effort to "do good" or part of year-end tax planning, investors think more about charitable causes and social responsibility during the...
December 01, 2006
Hearts & MindsRegardless of how or where they were raised, most people seem to have an innate desire to do something for the common good, at least...
November 21, 2006
Looking Under the HoodThey're one of the most popular investment vehicles for retirement, and yet despite their ever-growing appeal, there is little information in the market about life...
November 17, 2006
Boosting BondsWith interest rate cuts likely from the Fed in 2007, S&P is boosting the recommended exposure to bonds and going out longer term. The Standard & Poor's Model ETF Portfolio has a new fixed-income allocation to reflect a decision by our Investment Policy Committee (IPC) to increase the bond portion...
November 07, 2006
Equal Weight ETFs Seek to Reduce Single-Stock RiskThe big risk for investors looking for exposure to the full spectrum of economic sectors the traditional risk has been overexposure to any individual stock. With that in mind, Rydex has announced the launch of a family of nine ETFs based on the S&P Equal Weight Sector Indexes, traded on...