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 Dumbest States for Financial IQ
By Ronald Pechtimaldjian, Melanie WaddellA study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state and Washington, D.C. To determine which states had the lowest financial IQ, AdvisorOne added each states ranking in the two categories and, like golf, the highest scores lost.
December 12, 2011
Which Are Better: Funds That Stick to Style, or Those That Wander?In a portfolio, exploring which funds and ETFs perform better in bear and bull markets when you look at category tracking. One finding: cap size matters
December 09, 2011
Preparing Clients for the Ugly Times: Risk and ReturnTo best educate clients, show them how their portfolios would have worked in markets past. The less they look, the better the performance.
December 09, 2011
Soros Gambles Big on European DebtThe fact that George Soros took his investment firm private earlier this year may be the factor that potentially allows him to score big on a $2 billion bet: European bonds purchased from MF Global Holdings Ltd., Jon Corzine's now-bankrupt securities firm.
December 09, 2011
Top Performing Sector ETFs of 2011Sectors, dividends and ETFs could be the new gold, frankincense and myrrh based on performance over the past year.
December 07, 2011
Top 10 Smartest States for Financial IQA study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state. To determine which states had the highest financial IQ, AdvisorOne added each states ranking in the two categories and, like golf, the lower scores won.
December 07, 2011
Whatever Happened to Gold?As events in Europe have roiled the U.S. markets over the last month, one usually precious element of the market talk has been missing: gold.
December 07, 2011
Women in Alternative Investments Planning New Fund Rollouts in Next 18 MonthsA new survey of women who work in the alternative investments sector finds that a majority expects the next 18 months to be challenging for the industry, but are more optimistic about the investment outlook and new fund launches within that period.