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
Asset Allocation
By Steve Weydert, CFP, MSBehind the Numbers with Sam Stovall As part of former President George W. Bush's tax-cutting packages passed in 2001 and 2003, the tax rate on dividends...
September 01, 2010
The Evolving Emerging Markets Debt Asset ClassWhat to consider when exploring emerging markets debt.
September 01, 2010
Venture Populist: Angels, Take Control of Your VC Financing With Puts and RBFsAngel investors and their advisors must become more creative with their financing structures if they hope to avoid the same fate which Forbes magazine recently...
September 01, 2010
The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1Recently, an advisor client of ours (an independent advisor with over $2 million in annual revenues) received the advisor equivalent of a "Dear John" letter....
September 01, 2010
Expert's Corner: Leveraged Philanthropy: Caution Sign AheadIf you're on the board of a charity, you probably wrestle with creative ways to raise money. You're not alone; traditional fundraising methods are failing...
September 01, 2010
Making the Connection: Communicating with Clients in Uncertain TimesWhen it comes to understanding how advisors are operating amid still-volatile markets and within an economy whose growth prospects are dim, there are multiple ways...
September 01, 2010
The Technology Coach: Quarter-End Performance Reporting TipsIt may seem like 2010 just began, but it is already September. Are you ready for the end of the third quarter? Specifically, is your...
August 31, 2010
Fundamental Versus Market Cap WeightingETFs swap market cap for sales, earnings weightings.