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
Bond Bubble Debate Bubbles Over
By Marlene Y. SatterLong-term investors and those seeking safety not found these days in the stock markets have been fleeing to bonds, giving rise to speculation about a "bond bubble."
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.
August 23, 2010
Bond fund inflows approach record winning streakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
Fed Official Says 'Too Big to Fail' Threatens Community BanksThomas Hoenig, president of the Kansas City Federal Reserve Bank, that the long-term health of community banks is being strangled by the market's, and the government's, policy of "too big to fail" toward big banks.