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
John Bogle Slams Mark Cuban Over Buy-and-Hold Comments
By John SullivanJohn Bogle responded to controversial comments made recently by Internet billionaire and Dallas Mavericks owner Mark Cuban. Cuban recently told The Wall Street Journal that diversification is for idiots and buy and hold is a crock of s**t.
September 06, 2011
The 5 Faces of Gen Y InvestorsGeneration Y investors are conservative investors and invest more like their Baby Boomer parents, despite their long-term time horizon, according to the MFS Investing Sentiment Survey.
September 06, 2011
3 Principles, 1 Realization on Portfolio Building and Putting the Client FirstAn advisor has to know her own limitations, and when to choose a specialist.
September 05, 2011
Solar Offers Opportunity Despite SetbacksDespite setbacks and stiff competition from China and Europe, the U.S. solar industry is still thriving.
September 05, 2011
Climate Change Endangers Insurance Industry: CeresInsurers are failing to adequately plan for climate change risks, according to a report by Ceres, thus endangering not only the consumers and businesses that depend on them but also their own survival.
September 01, 2011
Most Advisors Using Alternative Investments, Study FindsNew research has found that 78% of all advisors are using alternative investments within client portfolios, Cogent Research said Tuesday, mainly for diversification.
September 01, 2011
Private Equity Shows Positive Signs Amid Challenges: SEI SurveyAfter languishing in the years since the global financial crisis, the private equity sector is beginning to perk up. Existing funds are being deployed, new ones are being raised and investor allocations to are slowly increasing, according to a new study.
August 31, 2011
3 Steps to Determine if a Portfolio Manager Really Has an EdgeA step-by-step process for identifying if an investment manager has a definable, repeatable edge. First, ask these three questions.