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
Exotic ETFs Come with Peculiar Tax Consequences
By Vaughan ScullyHoldings 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
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...
December 28, 2009
Forecast for Municipal DebtWhile tax-free municipal debt issuance won't match 2008 levels, it will be higher, and taxable muni issuance will sharply rise in 2010, according to a forecast from The Securities Industry and Financial Markets Association (SIFMA).
December 23, 2009
ETFs Move Out on the Yield CurveBlackRock's iShares has launched two new fixed-income ETFs that will provide a way to allocate portfolio assets to a broad index of longer corporate, U.S. and international bonds.
December 10, 2009
McNabb Takes the Helm at VanguardWilliam McNabb III will add the title of chairman to his current post as Vanguard's president and CEO, on January 1.
December 07, 2009
Variable Annuity Group Applauds SEC Call for VA Summary ProspectusIRI says Schapiro's plan is "long overdue"
December 07, 2009
Unemployment and the RecoveryUnemployment will have a greater role in forecasting returns in this market than the lettered descriptor of the shape of the recovery. Whether we face inflation or deflation, too, will be largely dictated by unemployment.