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
Raymond James Applies for Treasury Cash
By James J. GreenRaymond James Financial said November 20 that it had applied to participate in the U.S. Treasury Department's Capital Purchase Program
November 03, 2008
Deciding What to BuyPerhaps the biggest lesson from last month is that all asset classes went down together.
November 01, 2008
Capitalism Comes To ChinaMarket 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
Getting Your SharesAdvisor Mike Patton of Integrity Wealth Management in Baton Rouge, Louisiana, thinks highly of exchange traded funds in building client portfolios since they are relatively...
November 01, 2008
The Retirement AngleConditions are improving for the increased use of exchange-traded funds in 401(k) plans, according to their proponents in the third-party administrator and investment fields. Before...
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.