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
ING Redeems Some Auction Rate Preferred Shares
By Kate McBrideING Prime Rate Trust, a closed-end fund, will redeem a portion of the outstanding ARPS at par; declares dividend
September 01, 2010
Leveraged and Inverse ETFs Are Short-Term Investments: SLCG StudyInvestors risk serious losses for holding periods longer than a day or two.
September 01, 2010
Asset AllocationBehind 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
Life Insurance/Long-Term Care Combos: Opportunity, but Questions on ValueOption offers greater flexibility but not one-size-fits-all.
September 01, 2010
New York Cuts College Savings 529-Plan Fees in HalfNew York State Comptroller Thomas DiNapoli announced earlier this week that his office would reduce fees associated with the state's 529 College Savings Program Direct Plan.
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....