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
Room to Grow: Sentiment Augurs More Market Gains: Searching for Alpha for October 2010
By Ben WarwickLast month's Searching for Alpha newsletter listed several reasons why I feel stocks are heading higher.
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.
September 30, 2010
Wealth Portfolio: Top Six Areas Wealth Managers Should Consider for OutsourcingOutsourcing can make your firm look larger and give you more time to do what you do best.
September 27, 2010
Consumers’ Loyalties Tied to Insurance Purchase: Affinion StudyConsumers who purchase an insurance product from a financial institution or association tend to be more loyal, and also have longer, more positive relationships with those institutions, according to a study.
September 27, 2010
The Insightful Approach to Asset AllocationThis column will explore asset allocation on an ongoing basis from a simple yet relatively untried premise: Asset allocation is indeed the most critical determinant of an investment program's success.