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
Baird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUM
By Janet LevauxBaird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUM
June 01, 2010
With Lending Tight, It's Time to Buy the Lenders: Searching for Alpha, June 2010Let's face it - borrowing money is tough. Small and medium size businesses are paying more interest, and face much stricter underwriting guidelines, than at any time in the last twenty years.
June 01, 2010
When Contrarians CreateFor more than a decade after the firm was founded in 1985, Malcolm H. Gissen & Associates provided comprehensive financial planning and investment advisory services...
June 01, 2010
Asset AllocationIn his weekly Market Commentary dated May 10, 2010, LPL Financial's chief market strategist indicated that the market pullback that began on April 23 is...
June 01, 2010
Running Your Own Mutual FundIt takes confidence, connections, and conviction to set up a mutual fund and there's little doubt that Marshall Berol and Malcolm Gissen have all three....
June 01, 2010
The ETF Advisor: Utility ETFs Promise Low Volatility and Steady DividendsIn the aftermath of the stock market's two most gut wrenching years since the Great Depression, it's no secret that investors want stability and current...
June 01, 2010
Mutual Fund Spotlight: The World Their OysterThe two men--who are both RIAs with over 28 years of investment experience each and who launched the Encompass Fund in 2006--look to invest exclusively...
June 01, 2010
The Markets: Doomed to Repeat?Some financial experts who know the history of U.S. markets inside and out are nonetheless oblivious to the history of stock markets around the world....