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
Bailout Plan Goes to House as More Banks Totter
By James J. GreenAdministration and Congressional officials announced Sunday, September 28, that they had compromised on the $700 billion financial services bailout plan and would send the revised, 110-page bill to the House of Representatives on Monday, September 29, where many expect there to be significant debate before the bill is sent to...
September 26, 2008
TD Ameritrade Offers $50 Million in Client SupportIn the wake of the announcement that the value of the original money market mutual fund, The Primary Fund, had dropped below $1 per share, primarily due to debt written off in the face of the Lehman Brothers collapse, TD Ameritrade has pledged up to $50 million to mitigate client...
September 26, 2008
WaMu Failure Further Sign of Financial TurmoilSigns of the faltering economic environment continue to unfold as the federal government seized Washington Mutual (WaMu) on September 25 in what is being called...
September 25, 2008
In Crisis, Opportunity Abounds for RIAsGreeting the 1,400 advisors who gathered in Atlanta on day one of the annual Schwab Institutional Impact conference on September 24, SI's Charles Goldman argued that "as severe and unique as the crisis is, there's also great opportunity" for Schwab and its advisors during this troubling time in the markets....
September 25, 2008
Next Up in Exclusive Webinar Series for Advisors: Mark Tibergien, Thomas Giachetti, and Mark ElzweigAt a time of near chaos on Wall Street, and confusion on the part of many investors, including some of your clients no doubt, help...
September 16, 2008
Number of ETFs Exceeds 700; Six New PowerShares Global ETFsState Street reported that as of August 31, there were 710 exchange traded funds available in the U.S. offered by 24 ETF managers; two new individual ETFs were launched in August, State Street reported, and one new manager joined the fray. ETF industry assets grew $4.7 billion in August to...
September 16, 2008
An Alternative to Target Date Funds and VAsStructured Investment Management (SIM) Inc., has launched a new mutual fund, the S&P 500 Capital Appreciation Fund, that it says overcomes the poor performance of...
September 16, 2008
ICI Gives Thumbs Up to DOL ProposalThe Investment Company Institute told the Department of Labor in a September 8 comment letter that the mutual fund industry supports DOL's proposed rules for 401(k) plan disclosure, since they would provide investors with important information on how to invest for retirement. The comment period expired September 8 and the...