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
Solar Offers Opportunity Despite Setbacks
By Marlene Y. SatterDespite setbacks and stiff competition from China and Europe, the U.S. solar industry is still thriving.
September 01, 2011
Private Equity Shows Positive Signs Amid Challenges: SEI SurveyAfter languishing in the years since the global financial crisis, the private equity sector is beginning to perk up. Existing funds are being deployed, new ones are being raised and investor allocations to are slowly increasing, according to a new study.
August 31, 2011
3 Steps to Determine if a Portfolio Manager Really Has an EdgeA step-by-step process for identifying if an investment manager has a definable, repeatable edge. First, ask these three questions.
August 30, 2011
Advisor Confidence Falls to Lowest in a Year as Consumer Fears of Recession GrowMany independent RIAs have been moving clients to cash, though they remain somewhat upbeat on the markets.
August 29, 2011
Don’t Give Up on Small-Cap Stocks: Don HodgesDon Hodges' Hodges Small Cap (HDPSX) mutual fund has seen an especially terrible summer, but he stands behind the fund, saying that investors make their money in a bear market.
August 29, 2011
When It Comes to Referrals, a Good Reputation Is PricelessWebsite + referral + referral + good reputation = potential new client, plus how I'm responding to the 'bull' market.
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.