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
Advisors Feeling Overwhelmed
By Kara P. StapletonAs markets fluctuate and clients demand more ttention, maintaining a balance between physical and mental health is essential to the quality of planner's businesses
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
December 08, 2008
Bleak Employment Picture for Financial ServicesThe headlines for December 5th's Labor Department Payroll Survey trumpeted a decline of 533,000 jobs in November 2008
December 01, 2008
Markets Down, Takeovers Up?The recent pummeling of the stock market has changed the playing field for many firms.