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
Millionaires Report Average 4% Loss in 2008
By James J. GreenFidelity survey also finds the wealthy consider advisors protectors and therapists
July 01, 2009
Asset AllocationBehind the Numbers, with Gary Shilling That there have been some positive indicators of late is no indication that we're out of the woods. "We've had...
July 01, 2009
How To Make Cap and Trade WorkAccording to the Environmental Defense Fund, a successful market-based cap and trade program for carbon emissions requires a few minimum elements. All of the following...
July 01, 2009
Changing Shades of BlueAs of December 31, 2008, the top five holdings in Massachusetts Investors Trust, which this year celebrates the 85th anniversary of its founding, were the...
July 01, 2009
Soapbox: Euthanize Wealth Management PracticesThe wealth management practices of the Wall Street firms and big banks are broken. Again. To understand this point, it's important to step back and remember...
July 01, 2009
Retirement Planning: Fund Firms Get Ahead of Summary Prospectus DeadlineWhile mutual funds are busy getting up to speed with the Securities and Exchange Commission's summary prospectus rule--the Commission only requires mutual fund companies to...
July 01, 2009
Behavior ModificationBeyond providing money for emergencies, a generation-skipping trust can be structured in ways that attempt to guide the behavior and life choices of future generations...
July 01, 2009
Black Rock in $13.5 Billion for Barclays GlobalBlackRock Inc. announced June 11 that it will acquire Barclays Global Investors for $6.6 billion in cash and 37.8 million shares of BlackRock common stock...