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
ETF Advisor: Cr?me de la Cr?me--The Best-Performing ETFs for the Long Run
By Beth PiskoraQuick, what do these three exchange-traded funds--Consumer Staples Select Sector SPDR, iShares Dow Jones U.S. Energy Sector, and Vanguard Consumer Staples--have in common? They are the...
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...
July 01, 2009
Taking the Really Long View (Longer Version)When Rob Manning goes to work every day, he's got big shoes to fill, since he oversees the first mutual fund, Massachusetts Investors Trust, which...
July 01, 2009
The Green Advisor: A 21st Century CommodityAt this point it seems highly likely that a climate and energy bill will make it out of Congress this year. Whatever the final form...