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
Running Your Own Mutual Fund
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniIt takes confidence, connections, and conviction to set up a mutual fund and there's little doubt that Marshall Berol and Malcolm Gissen have all three....
June 01, 2010
The Markets: Doomed to Repeat?Some financial experts who know the history of U.S. markets inside and out are nonetheless oblivious to the history of stock markets around the world....
June 01, 2010
The Green Advisor: Urban Sustainable Investing"They're creating a new environment where the people who are living in the homes are living sustainably," Chat Reynders told me during a recent conversation...
May 28, 2010
Wary Analysts Watch Gold's Climb as Investors Flock to SafetyExperts warn all that glitters might be a bubble
May 28, 2010
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly WrapupThe latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
May 28, 2010
Wealthy Taking More Control of Their Finances, Barclays FindsU.S. high-net-worth investors have emerged from the recent financial crisis pessimistic about the American and global economies and with less trust in Washington's ability to manage financial crises.
May 27, 2010
U.S. Durable Goods Rose n 2.9% in April, Beating ExpectationsCommercial aircraft see biggest boost, with 16.1% increase over March
May 24, 2010
Annuities Projected to Have Strong Growth Potential, IRI Survey FindsA new survey from The Insured Retirement Institute (IRI) and Cerulli Associates finds the overall outlook for the annuity industry is positive.