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
Top 10 Christmas Movie Villains
By Dan BermanChristmas is a time of giving and love. But for movies (and real life) the truth is that without a villain (or at least a gaggle of relatives with irritating habits) we would never know just how joyful the season can be at times.
December 20, 2011
Special Needs Planning, Pt. 3: Merrill Lynch Unveils Special Needs CalculatorA wheelchair-bound child's family gets financial advice and grows up to help others.
December 20, 2011
5 Online Tools to Facilitate Charitable GivingMany donors, especially those who are planning large gifts, want to know how to make their gifts more effective or to fill gaps in funding. Several online providers can meet these needs.
December 20, 2011
British Fund Managers Opt for CashWaning faith that the eurozone can extricate itself from its debt crisis has led British fund managers to hold their highest concentration of cash in at least two years.
December 19, 2011
Special Needs Planning, Pt. 2: How Merrill Calculator Can Help Special Needs FamiliesFamilies with special needs children can use Merrill Lynch's calculator to determine the best way to use their money to provide care.
December 19, 2011
Taking an Objective Look at Portfolio ManagementOne advisors exercise to see if his decision-making progress on picking funds for clients was optimal.
December 18, 2011
Retain Key Employees With a Life Insurance Funded DBO PlanWhat can your business clients offer their key employees who already have everything? A Death Benefit Only Plan funded with life insurance.
December 16, 2011
Cole Real Estate Launches Daily NAV Non-Traded REITCole Real Estate Investments' latest investment offering is a non-traded REIT registered with the SEC but nonetheless tied to the funds daily net asset value.