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
Target Date: Now
By Melanie WaddellA few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...
November 14, 2007
Thain to Chair Merrill LynchJohn Thain, CEO and director of the exchanges since 2006, and NYSE since 2004, was named the new chairman and CEO of Merrill Lynch, according to a November 14 announcement. He will succeed Stan O'Neal, Merrill's former chairman and CEO, who retired October 30 under the cloud of the firm's...
November 12, 2007
Dire Straits for E TradePopular online broker, and bank, E Trade Financial Corporation (ETFC), may be the latest company to fall into the subprime and CDO vortex, facing trouble on November 12 as its stock traded in mid-afternoon at $3.58, down $5.01.
November 01, 2007
Technology 2.0Once upon a time, long ago, technology stocks accounted for over one-third of the S&P 500's market capitalization. In just a few short years, the bursting of the Internet Bubble halved that amount. Even so, technology is still one of the largest sectors of the market--and also one of the...
November 01, 2007
Too Much of a Good ThingA rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....
October 26, 2007
SRI Doesn't Have to Mean Subpar Performancenew report released by the United Nations Environment Programme and a group of leading asset managers from around the world draw upon dozens of studies to demonstrate that investors acting responsibly do not have to sacrifice investment performance as a result.
October 23, 2007
Putin to Remain Front and Center in RussiaRussia has enjoyed unprecedented economic growth over the seven years of Putin's reign, due largely to surging oil and gas export revenues. At any rate, the commodity price surge jump-started the economy--as well as the government to repay its international debts--leaving the ruble devaluation, debt default, and financial crises of...