Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Insurance Group Voices Support for Legislation
By James J. GreenThe American Council of Life Insurers voiced its support for a bill that would provide special tax treatment for income received by retirees from annuities.
March 05, 2007
Borrowing Made EasierAdvisory and broker/dealer clients who want to borrow money can now use separately managed accounts (SMAs) as collateral for lines of credit, if their advisor is a customer of Pershing. The loans are available to clients of Pershing's qualified introducing broker/dealers, and clients of independent RIAs who are customers of...
March 01, 2007
Three Lessons from the Market MeltdownFrom its beginning in the overheated Asian markets to the dramatic drop in the Dow, Tuesday's plunge in stock prices came as a surprise to many traders. Although unusual -- there have been only 29 trading days since 1950 that have resulted in such large percentage losses for the S&P...
March 01, 2007
From Morningstar, Select Stock BasketsAdvisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services--Managed Portfolios Select Stock Baskets. Available only through advisors, the...
March 01, 2007
Asset Allocation, March 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
March 01, 2007
Catching up with... Tim MeyerAn increasingly important investment vehicle for many advisors looking to capture all or part of the market while keeping expenses to a minimum has been...
March 01, 2007
Behind the Numbers, with Gary Shilling"I think the economy is in trouble," says Gary Shilling, portfolio strategist for A. Gary Shilling & Co. "Housing is going to sink the economy...
February 21, 2007
S&P Changes Sector Weightings For Materials, UtilitiesStandard & Poor's Equity Strategy has changed two sector recommendations and now advises a marketweight position in the utilities sector, previously underweight, and an underweight position in the materials sector, previously marketweight.