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
DFA to Offer Investment Strategies via Brokers
By Kate McBrideFee-based independent Broker/dealers gain access to famed strategies.
January 05, 2010
When You Wish Upon a StarFew accolades matter as much to a mutual fund as Morningstar's five-star designation. But, whether an investor can expect higher returns from higher rated funds is an important question.
January 05, 2010
Municipal InsecuritiesWith U.S. tax receipts, income tax collections and sales tax revenues down, many investors are worried about the fiscal health of municipal issuers at the state and local levels.
January 04, 2010
Money Flows in 2010: Searching for Alpha, January 2010There are a lot of nervous investors around as we begin a New Year and decade.
January 04, 2010
Exotic ETFs Come with Peculiar Tax ConsequencesHoldings of more exotic ETFs--those that own precious metals, commodity or currency futures, or other types of derivatives--are treated differently for tax purposes from the stocks and bonds owned by plain vanilla ETFs.
January 01, 2010
Asset AllocationBehind the Numbers, with Mark Balasa For Mark Balasa and his colleagues in The Alpha Group the new year rolls in with a combination of positives...
January 01, 2010
The ETF Advisor: China ETFsIt's rare that a consensus forms across a wide cross-section of investors. One market view, however, seems indisputable for bulls and bears alike: China will...
January 01, 2010
Delivering DiversificationDespite the widespread acceptance of diversification as an investment benefit, the fact remains that there's never existed a genuine way to actually quantify either its...