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
Special Needs Planning, Pt. 2: How Merrill Calculator Can Help Special Needs Families
By Marlene Y. SatterFamilies with special needs children can use Merrill Lynch's calculator to determine the best way to use their money to provide care.
December 16, 2011
Cole Real Estate Launches Daily NAV Non-Traded REITCole Real Estate Investments' latest investment offering is a non-traded REIT registered with the SEC but nonetheless tied to the funds daily net asset value.
December 14, 2011
Top 10 Dumbest States for Financial IQA study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state and Washington, D.C. To determine which states had the lowest financial IQ, AdvisorOne added each states ranking in the two categories and, like golf, the highest scores lost.
December 13, 2011
Investment Picks and Pans From 7 Portfolio ManagersAs the year comes to a close, portfolio managers are positioning assets with a forward look to 2012and considering the state of the global economy, theyve got an upward climb ahead.
December 12, 2011
Advisors Roam Far Afield in Search of Alternative InvestmentsAlternative investments are grabbing financial advisors interest as a means to achieve portfolio goals. Where they are looking for these AIs may be surprising, because the biggest firms are not necessarily getting all the attention.
December 12, 2011
Which Are Better: Funds That Stick to Style, or Those That Wander?In a portfolio, exploring which funds and ETFs perform better in bear and bull markets when you look at category tracking. One finding: cap size matters
December 09, 2011
Preparing Clients for the Ugly Times: Risk and ReturnTo best educate clients, show them how their portfolios would have worked in markets past. The less they look, the better the performance.
December 09, 2011
Soros Gambles Big on European DebtThe fact that George Soros took his investment firm private earlier this year may be the factor that potentially allows him to score big on a $2 billion bet: European bonds purchased from MF Global Holdings Ltd., Jon Corzine's now-bankrupt securities firm.