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
Dissecting the Value Rally
By Ben WarwickMarket risk can show itself in some intriguing ways. Even though traders have been treated to an especially robust earnings season, growth stocks are being taken to the woodshed.
February 01, 2006
Down, Then Up, in 2006Economic growth will slow a bit; earnings growth will moderate; large-cap will outperform small cap, non-U.S. equities will outperform U.S. equities for the fifth year...
February 01, 2006
Risky BusinessIn the September 2005 Investment Advisor, we showed that characteristic (value-growth and market capitalization) constrained investing costs investors almost 300 basis points per year. Then,...
February 01, 2006
Silk PursesThe average mutual fund investor made money in 2005. Perhaps not as much as in 2004, but positive returns were the norm, nonetheless. On the...
January 01, 2006
Off the GridAt the Wealth Advisor Summit, Craig Callahan, founder and president of Icon Advisers, Inc. in Greenwood Village, Colorado, made a compelling case for releasing portfolio...
January 01, 2006
Latin Funds Soar NorthwardInvesting in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force,...
January 01, 2006
Boxes Are Not ClassesIn the September 2005 Investment Advisor, we showed that investing constrained by characteristics (value-growth and market capitalization) costs investors almost 300 basis points per year...
January 01, 2006
Mostly Sunny or Partly CloudyLike most questions, the answer depends on whom you ask. We are fortunate here at Investment Advisor in that we have not one expert to...