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
Giving Clients Right Message on Growth vs. Contributions
By Mike PattonAfter running the numbers, proof that savingand more savingis in a clients best interests.
February 03, 2012
Permanent Fund’s Cuggino Calls His Offering ‘Flexible Choice’ for AdvisorsMutual fund invests in six different asset classes, including gold and Treasuries.
February 01, 2012
Picking Winners Is a Losing GameImagine a spectrum of stocks that represents an index.
February 01, 2012
Growth With Value: Ford Draper Jr.After 40 years in the business, Ford Draper Jr. has seen it allexcept something akin to current market volatility.
February 01, 2012
Unprecedented Growth: Opportunities for MLPsThe year 2011 marked 12 months of game-changing events in domestic energy production and transportation, as companies across the globe continued…
February 01, 2012
Future Growth ‘Uneven’: Vanguard OutlookHeadwinds from the housing industry, consumer balance-sheet repair and Europesand the United States, eventuallymove toward austerity will keep GDP growth between 2% and 3%, Vanguard reported in its January 2012 economic and investment outlook.
January 31, 2012
Who Will Regulate the Regulators?Why did U.S. regulators fail to react to the alarming increases in leverage at financial institutions, or the shift of trillions of dollars of assets from banks balance sheets that were packaged into complex securities? Three former regulators propose a solution to what ails our regulatory system.
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.