Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Give, Wisely
By Kate McBrideNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
November 14, 2007
Thain to Chair Merrill LynchJohn Thain, CEO and director of the exchanges since 2006, and NYSE since 2004, was named the new chairman and CEO of Merrill Lynch, according to a November 14 announcement. He will succeed Stan O'Neal, Merrill's former chairman and CEO, who retired October 30 under the cloud of the firm's...
November 12, 2007
Dire Straits for E TradePopular online broker, and bank, E Trade Financial Corporation (ETFC), may be the latest company to fall into the subprime and CDO vortex, facing trouble on November 12 as its stock traded in mid-afternoon at $3.58, down $5.01.
November 12, 2007
What Fiduciary Means Right NowOne day last week over breakfast, I was watching CNBC as I usually do, when I noticed the Dow Futures were down 126 points due...
November 01, 2007
Technology 2.0Once upon a time, long ago, technology stocks accounted for over one-third of the S&P 500's market capitalization. In just a few short years, the bursting of the Internet Bubble halved that amount. Even so, technology is still one of the largest sectors of the market--and also one of the...
November 01, 2007
Mid-Sized, Sturdy, and SpeedyMid-cap growth stocks would seem to be the ideal investment for those seeking high returns and low volatility. Companies from this corner of the market...
November 01, 2007
Too Much of a Good ThingA rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....