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
Europe Approves Gradual Embargo on Iran's Oil
By Marlene Y. SatterEuropean governments have approved an embargo on Iranian oil to pressure that country to cease its nuclear program. However, they advocated a gradual phase-in of sanctions because of the toll the debt crisis is taking on the European economic situation.
January 23, 2012
4 Steps to Conducting Client Portfolio ReviewsYes, its that time again. Here's a practical process for conducting periodic client portfolio reviews.
January 20, 2012
Roubini, Bremmer Sound Off on Global Economy, IranNew York University's Nouriel Roubini and Eurasia Groups Ian Bremmer spoke with Bloomberg Television's Margaret Brennan about the state of the global economy.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 20, 2012
Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008Family offices that oversee assets for ultra-high-net-worth European and American families made tactical adjustments but few strategic changes in the aftermath of the 2008 global financial crisis, according to a new survey.
January 20, 2012
IMCA Conference Comes to NYC Featuring Ezrati, GolubIMCA will bring a wealth of speakers to its Jan. 30-31 consultants conference on Times Square in New York City.
January 19, 2012
Elite Global Consumers Grow More Conservative: Futurewealth ReportWealth creators around the world are less confident about their ability to make money this year, according to a report released Tuesday by Scorpio Partnership as part of its ongoing Futurewealth Project.
January 17, 2012
Americans Raiding Savings, Retirement AccountsIn a move that may be a bad sign for the economy, Americans are spending more, and raiding their savings, college and retirement accounts to do so even as they take on more credit card debt.