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
Happy Roth IRA Day!
By John SullivanWhat, you missed it? Sure, its not as widely celebrated as Quirky Country Music Song Titles Day or Bunsen Burner Day, but these things take time.
March 26, 2012
2012 SMA Managers of the Year: Calm, Cool and ConfidentThe one thing seen among all of these winners? Dividend yield, says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.
March 26, 2012
The Measured Approach to ValueTevye the milkman.Hes not the first person who comes to mind for the average value investor, but according to value guru Vitaliy Katsenelson, we can learn a lot from Tevye.
March 26, 2012
How to Be a Values Wealth Manager for Your Women ClientsTo demonstrate your value to your female clients, you should have an ongoing conversation on your clients' values, reflecting them in your investing and approach and multigenerational planning.
March 25, 2012
High-End Watches: Prices Keep Ticking AlongAlfredo Paramico, manager of Elite Advisers Precious Time Specialized Investment Fund, explains why he foresees higher prices for these timepieces.
March 22, 2012
Alternative Products Drive Investment Consultant SearchesThe survey, released Wednesday, found that consultants expect hedge funds, private equity and real estate to drive 20% of all search activity and 26% of new or expanded mandates.
March 21, 2012
Skyhigh Corporate Profit Margins Due for Crash: GMO ReportA new white paper, appropriately titled What Goes Up Must Come Down! by GMO's James Montier, offers a simple and elegant explanation for todays high profit margins and expected mean reversion.
March 21, 2012
Write ‘Flexible IPS’ for Success in Volatile Market: ASPPA SummitDon't write yourself into a corner, Dr. Jeffrey Roach, chief economist and chair of investment committee at Horizon Investments, said at the ASPPA 401(k) Summit, encouraging attendees to write a flexible investment policy statement.