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
Warren Buffett Drops Consumer Stocks, Buys Into Banks
By Joyce HansonBillionaire investor Warren Buffett backed away from stocks in the second quarter, reducing the companys holdings in consumer-products equities but investing more heavily in the finance sector.
July 31, 2012
PIMCO’s Gross: ‘The Cult of Equity Is Dying’Bill Gross is causing quite a stir (again). The chairman of PIMCO wrote in his August commentary that, going forward, investors will not experience the annual 6.6% real return on equities that they have seen since 1912.
July 31, 2012
4 Misconceptions About Financial Advice From a Veteran AdvisorPaula Hogan has read the theoretical literature, and shes contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.
July 30, 2012
Colleges No Longer in Vanguard of Social InvestingGoing back to anti-apartheid campaigns, university endowments were early adopters of addressing social and environmental considerations in investment. But their days leading that field are over, according to a study.
July 27, 2012
FINRA’s Top 7 Risks After Buying ETNsOK, you've invested a bundle into ETNsnow what? FINRA fortunately points out seven potential landmines that investors need to address.
July 26, 2012
Top Fund Managers Reveal Investment OpportunitiesChairman and CEO Joe Mansueto kicked off Morningstars 2012 Investment Conference in Chicago on June 20 by noting the presence of 1,850 attendees, 75 journalists and 200 exhibitors at this years show.
July 26, 2012
12 Worst Financial Advisors in America: 2012AdvisorOne found BrokerCop.coms list and ranked each Advisor Horribilis from the past year in reverse order of horribleness, balancing amount of money stolen with amount of ick factor involved.
July 25, 2012
Is There a Way to Play Commodities’ Wild Ride?An actively managed fund offers the possibility of benefiting from both the broadly negative trends and positive micro-trends in commodities. But the success of such a strategy depends on the skill and foresight of the manager.