Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Another Economic Crisis Brewing? How to Protect Client Portfolios
By Mike PattonHeres part of my solution to protect client portfolios in the event of another market and economic crisis.
June 12, 2013
Market Holds Rally, Investors Don’t Show UpYou dont get too many chances to get over 100% gain without inflation after only four years, said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.
June 11, 2013
Top 5 Trends Altering Annuities: 2013Six months into 2013, several trends have emerged that are making insurers reposition and reinvent their products, strategies and services.
June 10, 2013
Vanguard Study Boosts TDFs, Plugs Financial AdvisorsA recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
June 10, 2013
PIMCO’s Gross: Fed in a Corner, Will ‘Taper’ by Year’s EndIts hard to have a market for Treasuries when the Fed owns them all, PIMCO co-CIO Bill Gross says.
June 07, 2013
3 Yardsticks for Measuring Fund PerformanceA look at the do's and don'ts of judging mutual funds and making sure they stay on track
June 07, 2013
Who Will Slay the Index-Investing Dragon?While the proportion of funds that are passively managed is at at an all-time high, alpha seekers should not despair.
June 07, 2013
Asset Class Correlation Hits New HighA new study shows that there has been an accentuated correlation among traditional asset classes over the past five years.