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
5 Online Tools to Facilitate Charitable Giving
By Michael S. FischerMany 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 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.
December 14, 2011
Top 10 Dumbest States for Financial IQA 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 13, 2011
Investment Picks and Pans From 7 Portfolio ManagersAs the year comes to a close, portfolio managers are positioning assets with a forward look to 2012and considering the state of the global economy, theyve got an upward climb ahead.
December 12, 2011
Advisors Roam Far Afield in Search of Alternative InvestmentsAlternative investments are grabbing financial advisors interest as a means to achieve portfolio goals. Where they are looking for these AIs may be surprising, because the biggest firms are not necessarily getting all the attention.
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