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
How Things Are Changing
By James J. GreenBill Crager has a unique vantage point from which to watch the investing mindset of advisors. As president and co-founder of Envestnet, which provides front-...
May 01, 2009
The ETF Advisor: Energy EdgeThe nearly $100 per barrel plunge in oil prices since last summer, coupled with the credit crisis and stock market decline, hit the nascent biofuels...
May 01, 2009
Catching Up With: Jeff MontgomeryJeff Montgomery has seen the advisory business from multiple angles in his career, which is serving him well at Al Frank Asset Management, where he...
May 01, 2009
Danger & Opportunity: Raising the BarIf you were asked to nominate a single representative who personifies reason and insight when it comes to investing, combined with integrity and a career-long...
May 01, 2009
The Green Advisor: A Triad of ValuesIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...
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.