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 Reject Buy and Hold, 60/40 Stock-Bond Allocations
By Gil WeinreichThe financial crisis, with its steep market drops and repressive 0% interest rates, may have claimed one more victim: advisor confidence in traditional investing approaches.
May 11, 2012
Zvi Bodie: I Bonds Are Best for Most InvestorsZvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
May 11, 2012
Markets Could Crash ‘Like in ’87,’ Faber SaysWithout further quantitative easing, U.S. market momentum could lose support and deteriorate, the investment guru predicts.
May 10, 2012
Sell in May and Go to Health Care: S&P Capital IQThe investment chestnut Sell in May and go away was the basis for a webinar conducted by Sam Stovall of S&P Capital IQ.
May 09, 2012
How Advisors Can Avoid the Nightmare of Apple in PortfoliosAAPLs presence in decidedly non-large-cap portfolios highlights the challenges in building style-pure portfolios; holdings-based style analysis can ease that burden.
May 07, 2012
Will Election Results Push Euro Down to Its Fair Value?Jim O'Neill of Goldman Sachs says a drop to 1.20 euros to the dollar is more likely than not.
May 07, 2012
Buffett’s 7 Nuggets of Wisdom at Berkshire Hathaway MeetingOn gold, U.S. banks and the psychotic drunk that is the stock market, the Oracle of Omaha has spoken.
May 06, 2012
Berkshire Hathaway Gathering, Pt. 2: How’s Warren Buffett Feeling?The worlds most-famous octogenarian investor says hes feeling terrific, and discloses the gender, at least, of his likely successor.