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.
August 02, 2012
PIMCO’s Gross Slams Draghi, Says Jeremy Siegel Belongs in ‘Ivory Tower’The co-CIO of PIMCO said Draghi should have offered concrete policy steps at Thursdays ECB policy meeting.
August 01, 2012
Jeremy Grantham: Today a Food Crisis, Tomorrow ‘Dystopia’Hedge fund manager Jeremy Grantham is known for his doom-and-gloom outlook, but his latest shareholder letter updates merely terrifying U.S. and European financial woes with worldwide instability and social collapse.
August 01, 2012
Alternatives in Client Portfolios: An Implementation FrameworkThe goal: identify the existing risk exposures in a portfolio and select alternatives that have similar volatility and return profiles with non-correlated risks.
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.