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
The Oracle Speaks and a Statesman Notes
By Kate McBrideWarren Buffett and Charlie Munger spoke at the BRK annual meeting; A. Michael Lipper shares his notes.
May 01, 2010
Asset AllocationAn economic recovery is at last underway in Gail Dudack's estimation, as evidenced by what she calls the first signs of job creation. "That's always...
May 01, 2010
The ETF Advisor: Treasury ETFs Offer Measure of Safety, but Still Carry RisksWhen the ups and downs of the stock market get to be too much, when you can't decide whether China or Brazil is a better...
May 01, 2010
The Up Side of Fear and GreedRetail investors buy and sell securities for various reasons, many of which are based on either fear or greed, and that can creat inefficiencies that...
May 01, 2010
Silver LiningAnxiety 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"...
May 01, 2010
The Green Advisor: Ideas from a Green InvestorAs has been mentioned before in this space, green investing has much in common with what is now commonly known as ESG (for environmental, social,...
April 29, 2010
Alternative Investment Firm Hatteras Names Brian Jacobs CEOHatteras Funds, an asset management firm that specializes in making alternative investing strategies available in mutual fund formats to advisors, named Brian Jacobs as CEO on Wednesday, April 28.
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.