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
How to Become a Retirement Advisor
By Gil WeinreichBill Kantner had the kind of problem most advisors only dream of: 90 prospects from the same company were ready to retire and he needed a way to support their needs. Zachary Parker of Securities America had a solution.
April 24, 2012
The Best of Both Worlds: Active and Passive InvestingPassive investing is predicated upon the efficient markets hypothesis that it is impossible to beat the market over time except by being lucky. In reality, however, there is an abundance of evidence that markets are less than perfectly efficient.
April 24, 2012
UBS’ Golub Says Analysts ‘Severely Underestimated’ U.S. Economy: IMCA ConferenceJonathan Golub, U.S. equities strategist with UBS, sat with AdvisorOne on at IMCAs annual conference on Tuesday for a frank discussion of the market outlook, earnings season and investing cliches.
April 24, 2012
Sam Stovall’s Seven Rules of Wall Street Investing: IMCA ConferenceS&P Capital IQs Sam Stovall provided a welcome counterbalance on Tuesday afternoon to the pessimistic message delivered by Doublelines Jeffrey Gundlach earlier in the day.
April 23, 2012
Hussman Warns: ‘Run, Don’t Walk’ From Stock Markets!Just as they were prior to Lehman, Hussman says current market multiples are misleadingly based on record profit margins about 50-70% above historical norms.
April 20, 2012
2012 SMA International Equity Manager of the Year, No. 2: Cambiar Investors LLCYou dont have to find every single great stock out there, says Jennifer Dunne, the firms international portfolio manager and senior analyst. But if you put one in the portfolio, it better go up.
April 19, 2012
Stocks Cheap? Don’t Believe ItThe 'cheap stock' argument is pretty appealing, especially since bond yields are so low. BlackRock CEO Larry Fink recently went so far as to recommend a 100% allocation to equities.
April 18, 2012
Buffett Cancer Diagnosis Has Analysts, Investors ScramblingThe topic most raised was that of Buffetts successor.