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
Stock Plan Participants Ignorant of Plan Details: Fidelity
By Marlene Y. SatterStock plan participants are often ignorant of the tax consequences of selling securities, a Fidelity study finds.
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.
July 05, 2011
Stock Correlations Rise: Implications for Wealth ManagersManagers focused on fundamentals feel pulse of stock correlations.
July 05, 2011
RIAs’ Revenue, Assets Rebounded Last Year: Schwab Benchmarking StudyIndependent RIAs ended 2010 with record revenue and assets, according the Charles Schwab 2011 RIA Benchmarking Study
July 01, 2011
Institutional Investors Rapidly Shift to Direct Hedge Fund Investing: Citi SurveyInstitutional fund managers have undertaken a dramatic shift to direct hedge fund investing following the global financial crisis, according to a survey by Citi Prime Finance.
June 29, 2011
Equities as Inflation Hedge? What the Data Actually ShowsA strategy for rethinking conventional wisdom on allocating to equities during short-term inflation bouts.
June 28, 2011
Target Date Funds’ Stock Holdings Are Too Risky: Putnam StudyA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
June 27, 2011
PIMCO Expert on Inflation: ‘Goldilocks Days’ Are OverPortfolio manager shares ways to invest in a world with rising commodities and other prices.