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
Advisors May Be Crazy, Like a Fox
By Bob ClarkWhat the research suggests about advisors change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
May 07, 2013
Futurist Lowell Catlett Closes FPA Retreat With LaughsCatlett claims the price of eating and owning a home has never been lower.
May 07, 2013
8 Really Bad Investments That Lost a BundleEven the big boys, like Warren Buffett, can lose big bucks on a bad bet.
May 06, 2013
The 2013 IA 25 Slideshow: Thought LeadersAmong the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.
May 05, 2013
Three Reasons for Sector Investing via ETFsThe industry-focused strategy can help investors reduce market risk and improve cash flow.
May 03, 2013
Small Alternatives Firm CEO Casts Large ShadowAltegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.
May 03, 2013
5 Strategies for Today’s Fixed-Income MarketThere are several steps investors and their advisors may want to consider to counter the possible impact of rising interest rates, Nate Carlon of Burnham Gibson says.
May 02, 2013
2013 SMA Managers of the Year: Wedgewood Partners’ David Rolfe, U.S. Equity Large-Cap—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with David Rolfe of St. Louis-based Wedgewood Partners about their award in the U.S. Equity Large-Cap Growth category.