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
Unprecedented Growth: Opportunities for MLPs
By thinkadvisorThe year 2011 marked 12 months of game-changing events in domestic energy production and transportation, as companies across the globe continued…
January 31, 2012
4 Categories That Describe Women Entrepreneurs’ Financial Goals, NeedsWhat keeps women business owners up at night? A study released Monday by The American College, a nonprofit educational institution devoted to financial services, found that 95% of women entrepreneurs fall into one of four categories that reflect individual confidence, different stress levels and abilities to achieve work/life balance.
January 31, 2012
Advisor Confidence Moving in Positive DirectionThis slight shift is similar to that of Spectrem Groups affluent-investor survey and the University of Michigans Consumer Sentiment Index
January 30, 2012
Hussman Warns of ‘Goat Rodeo’ for Markets With 25% LossesThe PhD portfolio manager warns that today's low earnings yields and high financial advisor bullishness "is associated almost exclusively with steeply negative outcomes."
January 30, 2012
In Environment With 'Overlapping Challenges,' Putnam’s Reynolds Calls for New Approach to RiskPutnam CEO Robert Reynolds calls for looking at risk 'through a new lens' to find 'better ways to balance risk with and also discover new sources of income.'
January 30, 2012
PIMCO’s El-Erian: Too Much Liquidity From Central Banks?PIMCO chief Mohamed El-Erian raises surprising points in his piece posted Saturday, especially in light of arguments made by his boss, Bill Gross.
January 27, 2012
Vanguard Charitable Reports Banner Year for ContributionsVanguard Charitable Endowment Program enjoyed record growth in contributions last year, thanks to foundation and corporate cash gifts that increased above historical patterns, according to a statement released Wednesday.
January 27, 2012
Affluent Investors Mirror Broader Economy’s Tepid OptimismIf affluent investor sentiment is a guide, the economy continues to progress at a steady but very slow pace.