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
Zvi Bodie: I Bonds Are Best for Most Investors
By Gil WeinreichZvi 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 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.
May 05, 2012
Berkshire Hathaway Gathering, Pt. 1: Advisors Make the PilgrimageOne attendee says that getting to listen to Warren Buffett answer questions for 8 hours is the "best one-day economic seminar in the world."
May 04, 2012
For Sale: Active Management 50% Off at PIMCOThe new PIMCO Total Return ETF charges annual expenses of just 0.55% vs. the $252 billion PIMCO Total Return Fund, which charges 0.90% for the waive-load shares.
May 04, 2012
Five Good Questions for Tadas Viskanta of Abnormal ReturnsThe author says that active investors need to be aware that the odds are against them and that there are real costs, both explicit and implicit, in taking such an active approach.