Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Coming Home to Roost
By Kate McBrideProblems in the subprime fixed-income market played perhaps a larger-than-expected role in presentations and discussions among the experts at Morningstar's annual Investment Conference, this year...
August 01, 2007
The Income BaristaAs many advisors know, the biggest challenge facing millions of retiring baby boomers is income (or lack of) as they necessarily begin to rely on...
August 01, 2007
The Tax-Free Investing OpportunityHow many of your clients could benefit from tax-free investing? Since we're talking about a one-time only Roth IRA opportunity, the answer depends on several client-specific...
July 25, 2007
Playing the Graying of AmericaThe growing medical needs of the Baby Boomer generation--now totaling some 83 million people--make healthcare a compelling long-term investment theme. According to XShares Advisors, a New York-based financial services firm, U.S. healthcare is currently a $2 trillion industry, representing 17% of gross domestic product (GDP). By 2015, the government projects...
July 18, 2007
Legacy Helps Place Settlement PortfolioA life settlement company says it has helped an investor client sell a large pool of settled policies.Legacy Benefit Corp., New York, reports that the ...
July 13, 2007
Greenwich Hedge Fund Index Up 1.07% in JuneGreenwich Alternative Investments reported July 12 that the Greenwich Global Hedge Fund Index and the Greenwich Investable Index were positive for the month of June, yielding +1.07% and +0.22%, respectively.
July 12, 2007
Structured Products at Retail?On the heels of more and more news about the implosion of the mortgage backed securities and junk bond markets come three news bits of interest: guiding principles when using structured products for retail, and word from Moody's, and Standard & Poor's, which has put "612 U.S. Subprime RMBS Classes"...