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
Do Credit Ratings Matter?
By Ron DeLeggeOver the past few years, credit rating agencies have done a lot to diminish their credibility. Not only did they contribute to the Great Meltdown by inaccurately rating debt, but they have allowed the role of credit ratings to become murkier. What do the ratings now mean for financial advisors...
September 29, 2011
Ramping UpAa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. Theyd saved $500,000. They had no debt. But it wasnt enough to support the retirement they had dreamed about. The look in...
September 29, 2011
Vice vs. Nice: Sustainability Debate Pits ‘Tea Party’ Against ‘European Social’ TeamsIn a sometimes feisty Oxford-style debate in New York, portfolio managers and professors sparred over whether socially responsible investment has any business contributing toor subtracting froma companys bottom line.
September 27, 2011
Cash Is King, Say BlackRock’s Doll and Fidelity’s SovieroAs corporations sit on mountains of cash, equities just might outperform bonds despite all the current craziness in the stock markets, said a group of portfolio managers at a Fidelity Investments forum.
September 23, 2011
Is the Yield Curve Different This Time?In extreme times, diversification alone will not save you. A search for a safe investment.
September 23, 2011
JPMorgan: Recession Unlikely, So Take Advantage of Extreme ValuationsIn a critique of the Fed's Operation Twist announcement, JPMorgan market strategist David Kelly said it was a failure because the markets have reached the point where they must self-correct.
September 23, 2011
Top 10 Worst Financial Meltdowns by AthletesThese superstars blew through their hoards of cash long before retirement, which means they could've used some good financial advice.
September 22, 2011
Fidelity Charitable Introduces Enhanced Investment Options for DAF AccountsFidelity 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.