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
Fidelity Charitable Introduces Enhanced Investment Options for DAF Accounts
By Michael S. FischerFidelity Charitable, the largest donor-advised-fund provider in the U.S., on Tuesday rolled out a new investment offering that features seven diversified asset allocation pools.
September 13, 2011
PIMCO’s Kashkari: Buy Equities on Dividends and EarningsNeel Kashkari, the new head of global equities for PIMCO, said investors should turn to equities as an attractive asset class, and three factors made the class a winner: multiples, earnings, and dividends.
September 11, 2011
Top Portfolio Products: Templeton Launches Global Fund; Neuberger Adds Two FundsVan Eck gold ETFs AUM top $13 billion; Adams Express sets distribution target; OIC says August options hit record; two Rydex funds close to new investors.
September 09, 2011
John Bogle Slams Mark Cuban Over Buy-and-Hold CommentsJohn 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 09, 2011
No-Lapse Guaranteed UL DisappearsWhat has happened to no-lapse guaranteed universal life insurance?
September 08, 2011
Business Tax Reform: Territorial System, VAT Highlight Senate HearingWitnesses testifying Thursday at the latest Senate Finance Committee meeting on tax reform regarding tax treatment of international businesses, found some common ground but also considerable disagreement on the best strategies to employ.
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.