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
Relative Performance: Back on Client's Radar
By J. Gibson Watson III, CIMAPositive performance brings with it the need to discuss risk and quality.
December 01, 2009
The ETF Advisor: Basic Materials ETFsEvery day, investors are bombarded with economic data offering clues to future market movements. As the U.S. and global economies begin to emerge from recession,...
December 01, 2009
On the Other HandDoug Head, executive director of the Life Insurance Settlement Association (LISA), flatly denies that STOLI is a problem, and if it is, he says, it's...
December 01, 2009
Danger & Opportunity: REITs on the RiseIt looks as though the REIT market is poised for growth. A recent report by global consulting firm Mercer titled "Recapitalization and Recovery in the...
December 01, 2009
The Green Advisor: WalMart Shows the WayI've been to a number of advisor industry conferences over the last five years--some put on by custodians or broker/dealers and others by professional associations....
December 01, 2009
Good Corp., Bad Corp.: Corporate Citizenship and Financial PerformanceConventional wisdom about SRI, which can mean either socially responsible investing or sustainably responsible investing, is that adding an overlay of social screens to investment...
November 30, 2009
Currency StrategyCurrencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one.