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
Preparing Clients for the Ugly Times: Risk and Return
By Geoff DaveyTo best educate clients, show them how their portfolios would have worked in markets past. The less they look, the better the performance.
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.
December 07, 2011
Buffett Goes SolarWarren Buffett is going solar. The CEO of Berkshire Hathaway is stepping in where the government fears to tread, so to speak, as Berkshires MidAmerica Energy Holdings unit agreed to buy the $2 billion Topaz project in California after a U.S. government loan guarantee for the project fell through.
December 06, 2011
Motley Fool’s Hanson: ‘Ditch These ETFs Now’Tim Hanson has a stark warning for ETF investors, one that flies in the face of conventional wisdom; emerging market ETFs are a pretty package with some very scary contents. Hanson, senior portfolio analyst with Motley Fool Asset Management, has a new report out with a very direct title, Ditch...
December 06, 2011
Jeremy Grantham Delivers Large Dose of DoomGranthams latest letter to clients is spectacularly, and relentlessly, depressing; but his fine performance as a hedge fund manager should allow for a very respectful hearing.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.