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 Fund Flows for July Show Investors Shunning U.S. Stocks
By Joyce HansonInvestors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar.
August 09, 2010
Eisner Survey Finds Private Equity Activity Is Picking UpA survey of private equity executives released by Eisner LLP on Friday, August 6, suggests that market activity is improving.
August 09, 2010
EBSA, Treasury to Hold Lifetime Income HearingThe U. S. Department of Labor's Employee Benefits Security Administration (EBSA) and the Department of the Treasury plan to hold a joint public hearing on September 14
August 09, 2010
Morningstar Study Says High Fees Are Bad for Investment PerformanceA 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 09, 2010
High Fees Are Bad for Investment PerformanceMorningstar has just released a study of the impact of mutual fund expenses on fund performance.
August 06, 2010
CFP Launches "25 Tips Over 25 Weeks" Consumer Financial Planning InitiativeThe Certified Financial Planner (CFP) Board of Standards is commemorating its 25th anniversary with a "25 tips over 25 weeks" consumer advocacy program.
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.