Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
They're Buying Advice, Not a Portfolio
By Mike PattonPeople express their trust in you, or lack thereof, in different ways. This week brought with it some interesting and encouraging developments. I had a...
August 09, 2007
Managed Accounts With a Biblical SlantThe socially responsible investing movement has been picking up steam in recent years as investors have sought to invest in companies whose values mirror their own. In line with that there are also a number of faith-based mutual funds which attempt to line up investments and religious doctrine. Now BridgePortfolio...
August 06, 2007
Spector Leaves Bear StearnsBear Stearns announced on Sunday, August 5, management changes that include the resignation of an Executive Committee and Board of Directors Member, Warren Spector, who was president and co-COO of Bear Stearns Companies Inc.
August 02, 2007
Principal To Start Construction Of Child Care CenterA large insurer is getting ready to expand the services it offers employees who have small children.Principal Financial Group Inc., Des Moines, Iowa, will break ...
August 01, 2007
As Spreads Widen, Opportunities BeckonThe term "a rising tide lifts all boats" is especially true in the investment management industry. After years of smooth, steady returns in nearly every asset class, the markets are finally beginning to exhibit some volatility. Although this may be bad for an investor with a decades-long investment horizon, for...
August 01, 2007
The Tax AdvantageIn 2003, the federal tax rate on qualifying dividends from U.S. companies, international companies that trade on the U.S. market, and international companies domiciled in...
August 01, 2007
Head South, Investors!Investing in emerging markets has paid off handsomely over the last few years. According to a new Standard & Poor's survey of fund managers, professional...
August 01, 2007
Small-Cap Value Still Chugging AlongWhile small-cap stocks have generally underperformed large-caps in recent years, small-cap value has kept pace with its larger-cap value peers. The average small-cap value portfolio...