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
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By Editorial StaffFor the week ended July 10, coming off of the July 4 holiday in the U.S., the S&P 500 was slightly off (1.93%) for the...
July 15, 2009
Leveraged ETFsAs leveraged ETFs gain popularity, they have drawn increasing attention from the media and regulators for their extreme volatility--not to mention the unusual features that make them far different from unleveraged ETFs.
July 13, 2009
Fidelity Enhances Broker WorkstationStreetscape platform to add Thomson Reuters capabilities
July 10, 2009
Portfolio Analytics, S&P StyleStandard & Poor's MarketScope Advisor (MSA), has added a HoldingScan tool and Alerts functionality to its range of services for advisors.
July 10, 2009
MainStay Investments Acquires New FundsMainStay Investments announced that they will acquire four equity mutual funds managed by Epoch Investment Partners Inc., (Epoch).
July 06, 2009
Millionaires Report Average 4% Loss in 2008Fidelity survey also finds the wealthy consider advisors protectors and therapists
July 01, 2009
Reviewing the Reviewer: Searching for Alpha, July 2009The biggest risk to equities may well be the attractive return offered by bonds.