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
Jason Zweig: There Is No ‘New Normal’ Economy
By John SullivanThe always interesting and sometimes contrarian Jason Zweig writes on Total Return, The Wall Street Journal's personal-finance blog, that the so-called new normal aint all that new.
December 05, 2011
Advisors and Investing: Selecting, Monitoring Funds in the PortfolioMy process for selecting and then monitoring investing vehicles for my clients.
December 03, 2011
Leveraged Direxion ETFs Move From 2X to 3XThe funds' new investment objectives will seek daily results, before fees and expenses, of 300% leverage or 300% inverse performance of their target index.
December 03, 2011
How to Avoid the Coming ETN MeltdownThe overriding theme is to immediately cut direct credit exposure to banks by moving into ETFs.
November 30, 2011
Emerging Markets’ Growing Middle Class a Boon for U.S. Investors: Outlook 2012During the 2012 outlook season, investment strategists and other market watchers have repeatedly taken note of the growing middle classes in China, Southeast Asia, India and Brazil.
November 30, 2011
S&P Ratings Overhaul Hits Banks HardStandard & Poor's revamped its ratings criteria and lowered the ratings of 15 U.S. and European banks by one notch on Tuesday, leaving 20 more bank ratings unchanged and raising two by a notch apiece.
November 28, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & VehiclesIn this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client'sand their charity'sgoals.
November 28, 2011
Four Strong Companies With Stable Dividends Might Beat TreasuriesSlipping quality, miniscule returnsemerging market banana republic? Actually, U.S. Treasury bonds.