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
Top 5 Small Cap Mutual Funds
By John SullivanMarket volatility has been especially hard on small cap managers of late, but Investing 101 dictates that what goes down must come up, and the steeper and deeper in, often (but not always) means the steeper and higher out.
November 08, 2011
Buy-and-Hold Debate Gets Louder as Market Volatility RisesThe rising level of market volatility as 2011 comes to a close seems to be bringing with it a return of doubts about 'buy-and-hold' investing, as expressed by Mark Cuban, that became a fixture of investment debate in the market crash of 2008.
November 08, 2011
Citigroup’s Vikram Pandit: Today ‘Fundamentally Different’ from 2008Citigroup CEO Vikram Pandit said leverage brought on the crisis of 2008, while living with the consequences of a period of over-leveraging characterizes the market today, which he says is a fundamental difference between the two.
November 07, 2011
Five Good Questions for LPL's Jeffrey KleintopThe chief investment officer shares his views on the markets, Occupy Wall Street and more.
November 07, 2011
Alternative Strategies and Advisors: Schwab Impact VideoScott Welch, senior managing director of Fortigent, provides guidance to advisors on how to conduct due diligence on alternative strategies in this interview from the 2011 Schwab Impact conference with John Sullivan of AdvisorOne.
November 07, 2011
John Hussman Warns: Probability of Recession ‘Near 100%’John Hussman, the former international finance professor turned portfolio manager, warns that 'nearly every traditional asset class is priced to achieve miserably low long-term returns right now.
November 04, 2011
Time to Embrace China and ‘Unthinkable,’ Says Ramo at Schwab ImpactThe U.S. government and its citizens have a responsibility to forge new, creative ties to the expanding nation, Kissinger Associates analyst Joshua Cooper Ramo said.
November 02, 2011
Five Good Questions for Behavioral Economist Dan ArielyWhen it comes to making decisions, using emotions is likely to be unsuccessful or lead us astray; money isnt unique in that regard.