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
Catching Up With: Jeff Montgomery
By James J. GreenJeff Montgomery has seen the advisory business from multiple angles in his career, which is serving him well at Al Frank Asset Management, where he...
April 23, 2009
Retirement Confidence PlummetsLatest EBRI survey shows only 20% highly confident they'll have enough income in retirement
April 22, 2009
Institute for Private Investors Survey: Cash HelpedMany ultra-wealthy private investors fared better than large institutions in the 2008 downturn, because of the investors' higher-than-usual allocations to cash, according to the latest research from the Institute for Private Investors' (IPI).
April 22, 2009
Sector SPDR ETF Flows Indicate SentimentETFs are proving their worth as an easy and inexpensive way to provide allocations to diverse asset classes, the ability to go long or short a market or industry sector, and a way to hedge concentrated long positions in corporate executives' stock.
April 14, 2009
ETFs and ETPs Remain VibrantAlthough investment returns around the world continue to disappoint, the markets for exchange traded funds (ETFs) and exchange traded products (ETPs) continue to be vibrant.