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
The Debt Retirees Owe to Fibonacci
By Moshe A. MilevskyYou might have heard of Leonardo Pisano filius (family, in Latin) Bonacci, a.k.a. Fibonacci (1170-1250), probably the most famous mathematician of the Middle Ages.
December 22, 2011
A Christmas Song for AdvisorsOh, nimble sells, closing bellsNimble all the way!Oh, what fun it is to tradeAmid volatility!
December 21, 2011
Top 10 Christmas Movie VillainsChristmas is a time of giving and love. But for movies (and real life) the truth is that without a villain (or at least a gaggle of relatives with irritating habits) we would never know just how joyful the season can be at times.
December 21, 2011
ECB Lends to Banks to Keep Credit FlowingThe European Central Bank surprised analysts by offering a record amount of 489 billion euros in loans to stressed banks.
December 20, 2011
‘Go Anywhere’ Funds Lag Traditional Counterparts in 2011So-called 'go-anywhere' funds are the antithesis of Morningstars style-boxes, meant to free managers from constraints imposed by geographical or asset-class restrictions imposed by investment mandates.
December 20, 2011
Special Needs Planning, Pt. 3: Merrill Lynch Unveils Special Needs CalculatorA wheelchair-bound child's family gets financial advice and grows up to help others.
December 20, 2011
5 Online Tools to Facilitate Charitable GivingMany 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 20, 2011
British Fund Managers Opt for CashWaning faith that the eurozone can extricate itself from its debt crisis has led British fund managers to hold their highest concentration of cash in at least two years.