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
A Case for VAs?
By Kara P. StapletonIt's no secret that securing retirement income for life is a top financial goal for boomers. Now, new research sponsored by AIG SunAmerica and conducted...
August 01, 2007
The Tax-Free Investing OpportunityHow many of your clients could benefit from tax-free investing? Since we're talking about a one-time only Roth IRA opportunity, the answer depends on several client-specific...
July 25, 2007
Playing the Graying of AmericaThe growing medical needs of the Baby Boomer generation--now totaling some 83 million people--make healthcare a compelling long-term investment theme. According to XShares Advisors, a New York-based financial services firm, U.S. healthcare is currently a $2 trillion industry, representing 17% of gross domestic product (GDP). By 2015, the government projects...
July 13, 2007
Greenwich Hedge Fund Index Up 1.07% in JuneGreenwich Alternative Investments reported July 12 that the Greenwich Global Hedge Fund Index and the Greenwich Investable Index were positive for the month of June, yielding +1.07% and +0.22%, respectively.
July 12, 2007
Structured Products at Retail?On the heels of more and more news about the implosion of the mortgage backed securities and junk bond markets come three news bits of interest: guiding principles when using structured products for retail, and word from Moody's, and Standard & Poor's, which has put "612 U.S. Subprime RMBS Classes"...
July 12, 2007
Water ETFs Make A SplashA handful of new mutual funds and exchange-traded funds (ETFs) invest in companies directly involved in that most basic element of human life-- water. While most...
July 11, 2007
Policing Hedge FundsTo restore the SEC's enforcement power in policing hedge funds post the Goldstein ruling, the SEC on July 11 adopted a new antifraud rule under...