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
Changing Shades of Blue
By James J. GreenAs of December 31, 2008, the top five holdings in Massachusetts Investors Trust, which this year celebrates the 85th anniversary of its founding, were the...
July 01, 2009
Behavior ModificationBeyond providing money for emergencies, a generation-skipping trust can be structured in ways that attempt to guide the behavior and life choices of future generations...
July 01, 2009
Black Rock in $13.5 Billion for Barclays GlobalBlackRock Inc. announced June 11 that it will acquire Barclays Global Investors for $6.6 billion in cash and 37.8 million shares of BlackRock common stock...
July 01, 2009
Taking the Really Long View (Longer Version)When Rob Manning goes to work every day, he's got big shoes to fill, since he oversees the first mutual fund, Massachusetts Investors Trust, which...
July 01, 2009
The Green Advisor: A 21st Century CommodityAt this point it seems highly likely that a climate and energy bill will make it out of Congress this year. Whatever the final form...
July 01, 2009
Expert's Corner: When A Sure Thing Goes BustIf you have ignored the latest schemes dreamed up by enterprising insurance agents to sell large life insurance policies, it is time to get educated...
June 30, 2009
Podcast with Roger GibsonRenowned asset allocation expert, founder of Gibson Capital, and author of the best-selling book: Asset Allocation: Balancing Financial Risk, Roger Gibson, sat down with Wealth...
June 29, 2009
In Wealth, What a Difference a Year MakesWorld Wealth Report shows sharp decline in wealth, and an advisor perception gap