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
JPMorgan's Kelly: Housing Market Turnaround Is at Hand
By Gil WeinreichAfter years of housing market decline that has weakened the economy and depressed consumer sentiment, a number of analyses are strongly suggesting that a turnaround in the beaten sector may finally be at hand.
October 20, 2011
Warren Buffett, Jay-Z Team for Animated Financial SeriesWarren Buffett is known as a financial wizard, now hell become oneliterally, in a series of animated videos made with Jay-Z.
October 20, 2011
Benartzi, Thaler and Previtero Attack the ‘Annuity Puzzle’Financial industry professionals have long grappled with the so-called 'annuity puzzle'-the quandary as to why savers who would seem to rationally benefit from annuitizing a portion of their savings do not avail themselves of the opportunity.
October 19, 2011
Despite Pain, Encourage Clients to Stay the CourseThe more frequently clients look at portfolio performance, the more likely they are to feel the pain of loss and to start trading.
October 19, 2011
Options Usage Means More High-Net-Worth Clients, Study Finds: RIS 2011Advisors who use options have larger books of business and tend to be more experienced than advisors that do not use options.
October 17, 2011
At CFDD 2011, Peng Chen Emphasizes Human Capital'If you take a step back and really think about what were in this business for, its helping the individual investor,' said Peng Chen, president of Morningstar Ibbotson, as he opened the conference of the Center for Due Diligence 2011.
October 17, 2011
Mutual Fund Excellence Award Winners: S&P Capital IQVanguard, Manning & Napier, T. Rowe Price and Tweedy Browne all won multiple awards in this year's S&P Capital IQ U.S. Mutual Fund Excellence Awards Program.
October 16, 2011
Why Advisors’ Heads Are Too Big for Their Performance BritchesThe origin, and effects, of overconfidence bias among advisors