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
'Go Anywhere' Funds: Easy to Like, Harder to Qualify
By J. Gibson Watson III, CIMAThe popularity of such funds puts an extra onus on wealth managers to thoroughly vet a strategy and properly set expectations for its role in a clients portfolio.
September 30, 2011
Chess Champ? Hedge Funds May Want YouWall Street loves chess, and chess champions and other gaming experts may very well have developed skills that assist them to excel in the kind of analytical decisions required by high-level investing of the type that hedge funds make.
September 29, 2011
It’s About TimingWhen I was in training to be a financial advisor the world was a different, safer place. I was taught the adage, Its not about timing the market; its about time in the market. Much like being in a cult, this sage piece of advice was burned into my...
September 29, 2011
Energy: Ramping UpSelman AkyolStifel Nicolaus(314) 342-2158 [email protected] Pipeline Partners LP (APL) announced 2Q11 results, reporting distributable cash flow (DCF)…
September 29, 2011
Do Credit Ratings Matter?Over the past few years, credit rating agencies have done a lot to diminish their credibility. Not only did they contribute to the Great Meltdown by inaccurately rating debt, but they have allowed the role of credit ratings to become murkier. What do the ratings now mean for financial advisors...
September 29, 2011
Bold Forecasts but Timid ChoicesWHEN I WAS MUCH YOUNGER and new to working in the capital markets, an excellent mentor taught me a market maxim that has served me well. More money has been lost because of four words than at the point of a gun. Those four words are This time is different....
September 29, 2011
Water: Water Stocks Still SparkleJames O. LykinsJ.J.B. Hilliard, W.L. Lyons, LLC(502) [email protected] Water Works (AWK) reported ongoing Q2’11 EPS of $0.46 versus…
September 29, 2011
Ramping UpAa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. Theyd saved $500,000. They had no debt. But it wasnt enough to support the retirement they had dreamed about. The look in...