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
The 6% Retirement Income Solution
By Elizabeth D. FestaRobert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
August 28, 2008
Higher Education Act Adds Simplification, Disclosure RequirementsOn August 14, 2008, ten years since its last reauthorization, President Bush signed into law the Higher Education Act (H.R. 4137). The law was originally...
August 22, 2008
DOL Proposes 401(k) Advice RulesThe U.S. Department of Labor (DOL) announced August 20 two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible...
August 11, 2008
Barclays Launches 529 Plan With a TwistBarclays Global Investors and Upromise Investments recently launched the iShares 529 Plan, the first 529 plan designed with portfolios that invest exclusively in iShares Exchange Traded Funds (ETFs).
August 11, 2008
Vanguard Explorer ReopensThe latest in a number of major mutual funds reopening to new investors, Vanguard announced August 7 that it has made its Vanguard Explorer Fund and Vanguard Health Care Fund available to new shareholder accounts, effective immediately.
August 11, 2008
Matthews to Re-Open Two Regional Asia FundsThe Matthews Asian Funds said it will re-open two of its no-load mutual funds to new investors on September 2.
August 10, 2008
Hooking The Big Fish: What It Takes To Serve High Net Worth ClientsFor many financial representatives, "hooking the big fish" means being able to successfully attract and serve high net worth clients. These are worthy goals, but ...
August 10, 2008
Hooking The Big Fish: What It Takes To Serve High Net Worth ClientsFor many financial representatives, "hooking the big fish" means being able to successfully attract and serve high net worth clients. These are worthy goals, but ...