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
What’s Different About the Wealthy? They’re Patient
By Andrew RiceMany people think wealthy investors have a silver bullet to get rich quick, but most wealthy individuals have endured tough times through extreme patience and emotional control
January 10, 2012
Banks Turn Borrowers, Seek Cash from CustomersEuropean banks have found a new way to bring in cash. They borrow itbut instead of turning to each other to bring in funds, they are borrowing it from companies that were once happy to deposit their excess cash in exchange for interest.
January 09, 2012
Riding to the Rescue: Momentous Insurance Offers Equine PoliciesAffluent individuals who engage in luxury hobbies, including owning, riding and showing horses, face a number of liabilities that may not be covered by their existing policies; so last week, Momentous Insurance Brokerage tried to rectify that problem.
January 09, 2012
Gold ETFs Lose Luster With Advisors as Fixed Income Funds Climb: SchwabThe top 10% of RIAs by AUM have the bulk of their ETF assets in U.S. and international equity funds, at 62%, while smaller firms use U.S. fixed income ETFs 50% more.
January 09, 2012
Has U.S. Economic Policy Reached the Point of No Return?Looking at the numbers on taxes, deficit spending and the money supply.
January 06, 2012
Gold at $10,000? Bullion Buff Barisheff Makes the CaseNick Barisheff offers a spirited defense of golds inevitable rise, arguing that increasing governmental indebtedness and currency debasement make todays gold price insignificant.
January 06, 2012
Dutch Pension Plan Blacklists WalmartThe largest pension fund in the Netherlands, Algemeen Burgerlijk Pensioenfonds, with more than $300 billion in assets, has washed its hands of Walmart, divesting itself of shares in its longtime investment and citing the company's poor labor practices and anti-union position as its reasons.
January 06, 2012
Doubleline Capital Looks Back at 2011, Ahead to 2012 for MarketsJeffrey Gundlach firms Just Markets call explores outlook for Europe, U.S. stock and debt markets: caution on China, bullish on EM equities