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
Weighing Buckets vs. Systematic Withdrawals for Retirees
By Gil WeinreichOne 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 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.
February 08, 2012
BlackRock’s Fink Advises 100% Allocation to EquitiesBlackRock's Larry Fink told Bloomberg Television from Hong Kong that investors should have 100% of investments in equities due to low valuations and higher returns than bonds.
February 07, 2012
'Financial Field Manual' Targets Military FamiliesJust in time for Military Saves Week, Feb. 19-26, a second edition of the Financial Field Manual: The Personal Finance Guide for Military Families will see a release of some 800,000 copies, a joint effort by the Investor Protection Trust, the Investor Protection Institute, the Council of Better Business Bureaus...
February 07, 2012
Challenge of the Sexes: Big Differences on Financial PlanningGender differences influence how women and men approach financial decision making and succession planning, according to a new white paper released by Barclays Wealth Female Client Group.
February 07, 2012
Regulators Casting Light on Shadow BanksConcerns that shadow banks have no backstop in case of crisis and offer opportunities to engage in risky, if not illegal behavior, are pushing regulators for the G20 to look more closely at such institutions.