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
Top 8 Favorite U.S. Companies: 2012
By Michael S. FischerHarris Interactive announced the results of its 13th annual Reputation Quotient study, which ranked consumers opinion of the reputation of the most visible companies in the United States.
February 13, 2012
Hold Cash, Gold and Hard Assets Until ‘Funny Money’ Frenzy Fizzles OutDavid Santschi, who analyzes fund flow data for investment research firm TrimTabs, borders on the apocalyptic when he warns that central bank actions are overwhelming the natural forces in the market.
February 10, 2012
Weighing Buckets vs. Systematic Withdrawals for RetireesOne of the key strategic decisions advisors who work with retiring clients face is whether to use systematic withdrawals or the bucket approach to serve retirement investors. An analysis reveals that one approach is psychologically more satisfying while the other offers superior financial results.
February 10, 2012
Envestnet to Acquire Prima Capital for $13.7 Million in CashSeller Broadridge says Prima is profitable but not core. Prima CEO Gib Watson to run new business unit at Envestnet.
February 09, 2012
George Soros’ 8 Bold Predictions From the ‘Tiger Den’At Tiger 21 event, Soros was asked for his predictions on everything from Jon Corzine going to jail to Obama's re-election chances.
February 09, 2012
Buffett Backs Fink on Controversial Allocation AdviceCalling bonds among the most dangerous of assets, Buffett's sentiment adds credence to BlackRock Chairman Larry Finks controversial advice from Wednesday that investors should allocate 100% of their assets to equities.
February 09, 2012
How Ugly Can It Get? Helping Clients Prepare for the FutureLooking at what would have happened with a portfolio in the past adds concreteness to what might happen to your clients in the future.
February 08, 2012
PIMCO’s El-Erian: Not So Fast on Stock InvestingCurrent instability demands prudence and patience, he suggests, in an interview.