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
‘Love’ Your Employees, and Your Bottom Line Will Love You, Says Former CEO
By Marlene Y. SatterWhen Todd Patkin ran his company, he was fond of giving hugs to employees, saying that what they cravedmore than moneywas appreciation, respect and, yes, love.
November 17, 2011
Best & Worst 529 Plans: MorningstarMany parents of the countrys best and brightest soured on the 529 story after 2008. But the plans are making a comeback, and Morningstar helpfully points to the best, as well as those still in need of work.
November 16, 2011
Buffett Makes Rare Investment in Tech Sector With IBMAlthough he normally shuns tech stocks, Warren Buffett, head of Berkshire Hathaway, veered from his usual policy and sank close to $11 billion into shares of IBM, picking up a stake of almost 5.5% that makes him potentially its biggest shareholder
November 15, 2011
Steve Sansom of Green Square on Human Capital: Schwab Impact VideoFounder of Green Square Capital discusses how his asset management firm incorporates the input of its employees and leaders to achieve firm growth.
November 15, 2011
Brian Schmucker of RiverNorth on Closed End Funds: Schwab Impact VideoThe CEO of RiverNorth Capital discusses trends in closed end funds and what's behind the rapid growth of the Jeffrey Gundlach-influenced RiverNorth/DoubleLine Strategic Income Fund.
November 14, 2011
Year-End Gift Giving Will Be More Modest—and ‘Meaningful’A study released Monday by World Vision indicates that 71% of American adults surveyed reported that they would spend less on holiday presents this year because of the current economic climate.
November 14, 2011
Vanguard Expert: Dividend-Paying Stocks ‘Are Not Bonds’As investors look to dividend-paying stocks for yields, an economist with Vanguard cautions them against substituting such investments for lower-volatility vehicles, like bonds
November 13, 2011
Guides for Investing in a Climate of UncertaintyAdvisor Mike Patton writes on how he prefers to deal in reality, not perception. What's your approach?