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 New Name for Wells REIT
By James J. GreenWells Real Estate Investment Trust, the public, nontraded REIT with about $5 billion in assets across the country (mostly class A office buildings) has changed its name to Piedmont Office Realty Trust Inc.
August 06, 2007
Spector Leaves Bear StearnsBear Stearns announced on Sunday, August 5, management changes that include the resignation of an Executive Committee and Board of Directors Member, Warren Spector, who was president and co-COO of Bear Stearns Companies Inc.
August 01, 2007
As Spreads Widen, Opportunities BeckonThe term "a rising tide lifts all boats" is especially true in the investment management industry. After years of smooth, steady returns in nearly every asset class, the markets are finally beginning to exhibit some volatility. Although this may be bad for an investor with a decades-long investment horizon, for...
August 01, 2007
The Tax AdvantageIn 2003, the federal tax rate on qualifying dividends from U.S. companies, international companies that trade on the U.S. market, and international companies domiciled in...
August 01, 2007
Head South, Investors!Investing in emerging markets has paid off handsomely over the last few years. According to a new Standard & Poor's survey of fund managers, professional...
August 01, 2007
A Case for VAs?It'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
Coming Home to RoostProblems in the subprime fixed-income market played perhaps a larger-than-expected role in presentations and discussions among the experts at Morningstar's annual Investment Conference, this year...
August 01, 2007
The Income BaristaAs many advisors know, the biggest challenge facing millions of retiring baby boomers is income (or lack of) as they necessarily begin to rely on...