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
Asset Allocation
By Staff WriterAn economic recovery is at last underway in Gail Dudack's estimation, as evidenced by what she calls the first signs of job creation. "That's always...
May 01, 2010
Silver LiningAnxiety prevails among fixed income managers over the prospects of rising interest rates and what it will do to their product's reputation as a "safe"...
May 01, 2010
The Green Advisor: Ideas from a Green InvestorAs has been mentioned before in this space, green investing has much in common with what is now commonly known as ESG (for environmental, social,...
April 29, 2010
Alternative Investment Firm Hatteras Names Brian Jacobs CEOHatteras Funds, an asset management firm that specializes in making alternative investing strategies available in mutual fund formats to advisors, named Brian Jacobs as CEO on Wednesday, April 28.
April 29, 2010
Utilities Poised for Upside Despite Concerns over Higher Dividend TaxesTax rates on dividends could rise, but utility stocks have generally priced in such a change already.
April 28, 2010
Cape Cod Wind Farm Gets Green LightApproval of 130-turbine project could open up similar development all along the Atlantic coast
April 28, 2010
National Organizations to Provide Free Financial Education for Underserved PopulationsFPA, CFP Board, Foundation for Financial Planning and U.S. Conference of Mayors sponsor major consumer initiative.
April 27, 2010
Private Equity Secondary Market Heats UpDeal activity on the private equity secondary market is set to increase significantly in the near term.