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
Capitalism Comes To China
By Beth PiskoraMarket participants may find some irony in the idea that as the capitalist West embarks on bailouts and nationalization, the still--officially--Communist nation of China is...
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.
September 29, 2008
Bailout Plan Goes to House as More Banks TotterAdministration 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...