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
Behind the Numbers with Gary Shilling
By John SullivanOur bond allocation reflects the level of uncertainty that still exists in the world. Treasuries are still a safe haven. Inflation is non-existent and I...
October 01, 2010
Room to Grow: Sentiment Augurs More Market Gains: Searching for Alpha for October 2010Last month's Searching for Alpha newsletter listed several reasons why I feel stocks are heading higher.
October 01, 2010
A Decade of EvolutionThe RIA business has evolved significantly over the past decade. Many important influences are re-shaping the advisory business, even beyond the industry's response to the...
October 01, 2010
Catching up with... Robert BigelowState and municipal budgets are running historic deficits, and from the steady diet of less than appetizing economic news, are unlikely to rebound anytime soon....
October 01, 2010
The Future of 12b-1 FeesOn July 21, 2010, the SEC voted to rescind Rule 12b-1 in its entirety and replace it with a new rule, Rule 12b-2. What does this...
October 01, 2010
Calvert, Corporate Library: Corporate Boards May Not Heed Social MandatesCorporations may say they're concerned about environmental and social issues, but in reality there may be more community service or just lip service done by some, according to a new study by Calvert Asset Management Company, Inc. and The Corporate Library.
October 01, 2010
Solomonic Wisdom for a Changing World, and MarketsAn emerging consensus has it that we're living in a new world with a "new normal" as Mohamed El-Erian puts it. Ken Fisher is prominent among those who dissent from this view, but assuming for argument's sake that the world is changing in some significant way, how should that inform...
October 01, 2010
Room to Grow: Sentiment Augurs More Market Gains: Searching for Alpha for October 2010Last month's Searching for Alpha newsletter listed several reasons why I feel stocks are heading higher.