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
3 Major Changes to 529 Plans
By John SullivanStates have been lowering fees and adding FDIC-insured CDs, among other notable adjustments of which advisors should be aware.
May 22, 2012
Hey, Facebook. Here’s 3 Reasons Why You’re No GoogleFor those buying Facebook stock, there are important differences between the two companies that will make Google-like returns tough to achieve.
May 21, 2012
S&P’s Stovall: Investors Have ‘Dueling Fears’Amid the Greek turmoil, Stovall sees tasty morsels for those with an appetite for risk.
May 21, 2012
Not a Pretty Picture: Mixed Results for Recent Art SalesResults of an auction in April show art returns falling behind the S&P 500, though they had strong returns for the past 12 months.
May 18, 2012
Facebook Frenzy Is About Separating Fools From Their Money: News AnalysisThe clamor for shares of Facebook's IPO was so great, it guaranteed one outcome and almost guaranteed another: that Facebooks founders would be even richer than they thought and that investors would wind up with mediocre results.
May 18, 2012
DoubleLine’s Gundlach: ‘We Don’t Like the Short End of the Curve at All’The legendary fixed-income manager Jeffrey Gundlach, CEO of DoubleLine Capital, joined Tom Keene on Bloomberg TVs Surveillance Midday to discuss Europe, alpha and possible Fed moves.
May 18, 2012
Shorting Facebook: Nerves of Steel or Simply Stupid?As the hysteria continues over the most expensive technology IPO in Wall Street history, certain investors are laying the groundwork for a Facebook short.
May 17, 2012
Americans Reluctant to Invest in Equities: Franklin TempletonDespite strong U.S. equity market returns in early 2012, indications are that Americans remain investment spectators, a study designed by Duke professor Dan Ariely found.