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
Deciding What to Buy
By Ben WarwickPerhaps the biggest lesson from last month is that all asset classes went down together.
November 01, 2008
The Retirement AngleConditions are improving for the increased use of exchange-traded funds in 401(k) plans, according to their proponents in the third-party administrator and investment fields. Before...
November 01, 2008
Catching Up With: Ken FisherOver the past few years, we've checked in with Ken Fisher several times to see how the founder and CEO of this largest of RIA...
October 27, 2008
Mea Culpa From Greenspan Marks Another Lousy WeekOn a week when persistent worries about a worldwide recession pushed stocks lower, and the Treasury Department played matchmaker for an acquisition of a troubled regional bank.
October 21, 2008
Market Rally Continues; Signs of Credit EasingThe drama continues in the stock--and credit--markets, as stocks rallied again on October 20, with the Dow industrials up 411.46 points, or 4.65%, to close at 9,265.43. The S&P 500 was up 44.85 points, or 4.8%, to close at 985.40.
October 19, 2008
PMC Rolls Out Model-Based ETF PortfoliosPortfolio Management Consultants (PMC), the investment arm of Envestnet, launched a new investment vehicle--the PMC Tactical ETF Portfolio Series--designed to compensate for difficult markets, according to PMC.
October 14, 2008
Treasury Hires Advisor for TARPThe Treasury Department announced October 13 that it had hired Chicago-based EnnisKnupp and Associates to serve as its investment advisor to help implement TARP.
October 01, 2008
A Few Words About Current Market ConditionsWith all the verbal diarrhea being spouted by the talking heads on CNBC and other channels, I thought it most appropriate to limit my comments on the current market debacle to a few bullet points.