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
Climate Change Endangers Insurance Industry: Ceres
By Marlene Y. SatterInsurers are failing to adequately plan for climate change risks, according to a report by Ceres, thus endangering not only the consumers and businesses that depend on them but also their own survival.
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.
August 24, 2011
Cohen & Steers: Investors Should Seek High-Dividend StocksA new white paper released by investment manager Cohen & Steers on Monday maintains that dividend oriented companies are "strongly positioned to continue raising pay-outs and deliver solid returns." The report also says these companies are trading at attractive prices and offer great upside potential.