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
It’s About Timing
By Bill MillerWhen 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
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...
September 29, 2011
Vice vs. Nice: Sustainability Debate Pits ‘Tea Party’ Against ‘European Social’ TeamsIn a sometimes feisty Oxford-style debate in New York, portfolio managers and professors sparred over whether socially responsible investment has any business contributing toor subtracting froma companys bottom line.
September 23, 2011
Is the Yield Curve Different This Time?In extreme times, diversification alone will not save you. A search for a safe investment.
September 23, 2011
JPMorgan: Recession Unlikely, So Take Advantage of Extreme ValuationsIn a critique of the Fed's Operation Twist announcement, JPMorgan market strategist David Kelly said it was a failure because the markets have reached the point where they must self-correct.
September 23, 2011
Top 10 Worst Financial Meltdowns by AthletesThese superstars blew through their hoards of cash long before retirement, which means they could've used some good financial advice.