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
Morningstar Study Says High Fees Are Bad for Investment Performance
By Kate McBrideA Morningstar study of the impact of mutual fund fees shows that lower-expense funds outperform higher-expense funds--and expenses are a better predictor of future returns than Morningstar's own star rating.
August 05, 2010
Schwab Launches Three Fixed Income ETFsNew bond ETFs from Schwab have low operating expenses and no online trading commissions for Schwab clients
August 05, 2010
General Dynamics Announces Settlement of 401(k) Fiduciary LawsuitGeneral Dynamics and its 401(k) plan sponsor have reached a tentative settlement of a lawsuit filed by current and former employees in a class action involving the fees and management of two General Dynamics 401(k) plans.
August 05, 2010
The Hartford Beats Earnings Estimates, Lowers EPS OutlookThe Hartford Financial Services Group (HIG) reported second-quarter 2010 net income of $76 million, or $0.14, vs. a year-ago net loss of $15 million, or $(0.06) per diluted share.
August 05, 2010
CIGNA Reports 32% Q2 Loss on Variable Annuity Business; Stock Rises Despite LossCIGNA Corp.'s second-quarter 2010 earnings fell 32% to $294 million, or $1.06 per share, compared to $435 million, or $1.58 per share, a year ago, the insurer reported Thursday, August 5.
August 05, 2010
Donating to Community Foundations: Fiduciary Best PracticesConformity with fiduciary best practices allows a community foundation to maximize investment performance and its support of local institutions.
August 04, 2010
Fed to Consider Bond Policy Shift'Symbolic but important' change signals deepening economic concerns
August 04, 2010
Changing Investment Managers: Should I Stay or Should I Go?A due diligence perspective: Assess the dilemma and lower the probability of it happening again.