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
Mixed Outlook for Equities
By Ben WarwickOn the inflation front, the slowdown in global economic growth has finally hampered the rise in raw materials. Crude oil has fallen precipitously in the last few months, which has proven to be a boon for airline stocks and other big users of energy. As speculators continue to back away...
September 01, 2008
Catching up with...Recently appointed head of the Registered Investment Advisor (RIA) channel for JPMorgan Funds, Steve Lundquist will be responsible for the business strategy of the institutional...
September 01, 2008
Mass Satisfaction:A recent survey shows that well-off Americans have significant holdings in alternative investments, with that category broadly defined to include real estate, private equity, and...
September 01, 2008
Behind the Numbers"The majority of the time, the markets' best days are a few weeks or a month away from the good days," notes the Alpha Group's...
September 01, 2008
Still at the TopJim Moffett, lead manager of the UMB Scout International Fund, was as new to international equity markets as the firm was when it launched the...
September 01, 2008
Striking While the Iron Is HotAttempting to cement its foothold in the fast growing dually registered advisor market, Fidelity Institutional Wealth Services (IWS) and its correspondent broker/dealer business, National Financial,...
September 01, 2008
The 6% Retirement Income SolutionRobert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
September 01, 2008
The Greening of Urban AmericaThe importance of housing and the construction industries to the U.S. economy has probably never been more apparent than over the past year. Whether they...