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
SEC Charges Advisor with TARP Fraud
By Melanie WaddellIn a case of fraud involving TARP, the Securities and Exchange Commission has charged Nashville-based investment advisor Gordon Grigg and his firm ProTrust Management, Inc., with securities fraud, and obtained a court order freezing their assets.
January 05, 2009
Currency Valuations on the Wane: Searching for Alpha, January 2009In this treacherous environment, one asset class seems to be the target of central banks - currencies.
January 01, 2009
Doing the work to maintain your current clientsIn the financial services industry, it's very easy to spend most of your time and resources on marketing for new clients. There's nothing wrong with that, but it's also very important that you continue to maintain a good
January 01, 2009
Asset Allocation"The key to 2009 is whether an Obama stimulus package can ignite consumer rebound," says Kelly, the chief market strategist for JPMorgan Funds, adding that...
January 01, 2009
More Pain, Then Pleasure (Maybe)Hindsight may always be 20/20, but in these market and economic times, the cognoscenti seem to agree that even perfect vision and an understanding of...
January 01, 2009
Green Investing in Trying TimesI'm sure that every generation of Americans has faced a crisis that gave them good reason to embrace Thomas Paine's revolutionary quotation of 1776. In...
December 31, 2008
Doing the work to maintain your current clientsIn the financial services industry, it's very easy to spend most of your time and resources on marketing for new clients. There's nothing wrong with that, but it's also very important that you continue to maintain a good
December 22, 2008
Big Outflows From Stock Mutual Funds in October; Lower Risk ToleranceSeveral recent studies by the Investment Company Institute show that the volatility of the markets is affecting investor behavior significantly