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
Commodity Surge Indicates Investor Confidence
By Danielle AndrusRising prices in commodity stocks signals investors don't fear a double-dip recession.
August 27, 2010
Using Managed Futures in Rough Markets: Part 2Financial experts share several ways advisors can use a little-known portfolio tool to lower risk for their clients and improve diversification.
August 27, 2010
Using Managed Futures in Rough Markets: Part 1A little-known portfolio tool can help advisors reduce risk for their clients in severe market slides, financial experts say.
August 27, 2010
Eight Questions to Ask About Roth IRA Conversions: ADVICE ColumnIs a Roth conversion in your client's best interest--or is it a roll of the dice?
August 25, 2010
Mid-Cap Value Funds Deliver Outsized Performance: Mutual Fund Focus, August 2010Mid-cap stocks seem to suffer from a perennial identity crisis. One the one hand, they are too small to command the dominant positions in large
August 24, 2010
Securities America Sued for 'Misleading' InvestorsPrivate placement notes in default; firm alleged to have withheld 'material information.'
August 23, 2010
DFA Plans to Roll Out a Commodity FundDimensional Fund Advisors (DFA) is expected to roll out the DFA Commodity Strategy by year-end, according to a report by Morningstar Advisor on Monday, August 23.
August 23, 2010
Stocks, Munis Have Best 'Real' Returns Over Long-Term, Thornburg Study FindsCommon stocks and municipal bonds have had the highest long-term "real" returns for taxable accounts over the last 30 years, according to an annual study by Thornburg Investment Management (Thornburg) released Monday, August 23.