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
Fund Managers on MLPs, Returns & Opportunities: Weekend Interview
By Ed McCarthy, CFP, RICPFive fund managers discuss trends affecting master limited partnerships and the role MLPs play in investor portfolios.
July 18, 2011
What Behavioral Finance Teaches on How to Discuss Risk With ClientsThe lessons of behavioral finance: avoid focusing on short-term volatility when the objective is long-term growth.
July 15, 2011
Are U.S. Companies Really American? Is EAFE Past Its Prime?International value manager Sarah Ketterer says the EAFE Index is going the way of the buggy whip because where a company is located doesn't tell investors where its revenues are generated.
July 15, 2011
Oil Prices: Making a Burgers-to-Barrels ComparisonA group of commodities analysts looks at petrol prices over time to see if oil is cheap or expensive now.
July 13, 2011
Stock Plan Participants Ignorant of Plan Details: FidelityStock plan participants are often ignorant of the tax consequences of selling securities, a Fidelity study finds.
July 08, 2011
Less Risky Ways to Invest in Social Media: Portfolio FixMany investors may prefer to access these types of volatile issues through broadly diversified mutual funds and exchange traded funds.
July 08, 2011
South Korean Olympics Offer Opportunity for InvestorsIn the wake of Wednesday’s news that Pyeongchang, South Korea has been awarded the 2018 Winter Olympics, IndexIQ on Thursday presented reasons for investors to watch for potential growth in the South Korean economy.
July 06, 2011
J.P. Morgan Funds Releases Q3 Market GuideJ.P. Morgan Funds announced Tuesday that its “Guide to the Markets” for the third quarter of 2011 is now available in PDF form.