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
Silver Lining
By Brent Burns, Stephen HuxleyAnxiety prevails among fixed income managers over the prospects of rising interest rates and what it will do to their product's reputation as a "safe"...
April 29, 2010
Utilities Poised for Upside Despite Concerns over Higher Dividend TaxesTax rates on dividends could rise, but utility stocks have generally priced in such a change already.
April 28, 2010
Cape Cod Wind Farm Gets Green LightApproval of 130-turbine project could open up similar development all along the Atlantic coast
April 28, 2010
National Organizations to Provide Free Financial Education for Underserved PopulationsFPA, CFP Board, Foundation for Financial Planning and U.S. Conference of Mayors sponsor major consumer initiative.
April 27, 2010
Private Equity Secondary Market Heats UpDeal activity on the private equity secondary market is set to increase significantly in the near term.
April 26, 2010
Schwab to Link to J.P. Morgan's Fixed-Income SecuritiesCharles Schwab clients will now have access to J.P. Morgan's fixed-income securities, including new-issue and secondary municipal bonds, corporate debt securities and non-convertible preferred securities.
April 26, 2010
GAO Tells SEC, CFTC to Set 'Clearer Goals' on HarmonizationCFTC, SEC expect to have Joint Advisory Committee functioning by early summer
April 26, 2010
IRA Assets Now Surpass 401(k)s, Report ShowsIRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research.