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
With Lending Tight, It's Time to Buy the Lenders: Searching for Alpha, June 2010
By Ben WarwickLet'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
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....
June 01, 2010
The Green Advisor: Urban Sustainable Investing"They're creating a new environment where the people who are living in the homes are living sustainably," Chat Reynders told me during a recent conversation...
May 28, 2010
Wary Analysts Watch Gold's Climb as Investors Flock to SafetyExperts warn all that glitters might be a bubble
May 28, 2010
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly WrapupThe latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.