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
Advisor Confidence Falls to Lowest in a Year as Consumer Fears of Recession Grow
By Janet LevauxMany independent RIAs have been moving clients to cash, though they remain somewhat upbeat on the markets.
August 26, 2011
The Fed’s Empty Toolbox: AnalysisToo many worrywarts have lost wealth and squandered opportunity by being 'right' about the coming economic crisis too early.
August 24, 2011
Cohen & Steers: Investors Should Seek High-Dividend StocksA new white paper released by investment manager Cohen & Steers on Monday maintains that dividend oriented companies are "strongly positioned to continue raising pay-outs and deliver solid returns." The report also says these companies are trading at attractive prices and offer great upside potential.
August 23, 2011
Parents’ College Savings Falling Far Short of Goal: FidelityAccording to a study released Tuesday by Fidelity Investments, parents are ill-prepared to meet tuition costs, with their savings likely to cover only 16% of the bill.
August 22, 2011
Schwab Releases ‘How to Pick an ETF’ GuideCharles Schwab's Michael Iachini has released a primer, 'How to Pick an ETF,' for investors looking for basic guidance on choosing an exchange traded fund.
August 22, 2011
Mark Mobius: Markets Ready to Rise, Time to Buy CommoditiesAfter markets worldwide dropped 16% over the past few weeks, its time for some positive momentum, investment expert Mobius of Templeton said Monday.
August 22, 2011
Recession Priced Into Treasuries, as Yields Near Historic LowsInvestors flight to safety into U.S. Treasuries (despite the recent S&P downgrade) has driven yields toward historic lows and has market participants pricing in a recession, say market watchers such as Brent Burns of Asset Dedication.