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
A Brave Nanotech World
By Staff WriterThis broadly defined emerging technology essentially relates to the control of matter on a molecular level where the rules of quantum physics reign. Increasingly, scientists and researchers are creating and using devices and materials that are too small to even be seen by high-powered microscopes--consider that one nanometer represents one...
September 01, 2007
Getting In"We think that due to the fee structure of alter-native investments, with the incentive fee and alignment of interest and so forth, some of the...
September 01, 2007
Judgment DayIn the Journal of Investment Consulting (Winter 2005-06) and in a series of articles in Investment Advisor (September 2005, February 2006, and March 2006), we...
August 31, 2007
Another Fixed Income VehicleIn the current climate of high volatility in the equity markets and possible credit loosening by the Federal Reserve, consider ETFs that focus on municipal bonds.
August 29, 2007
Standing Up for ShareholdersA new Web site intended to help organize thousands of individual shareholders in opposition to controversial SEC proposals has been launched as part of a joint effort by The Social Investment Forum (SIF) and the Interfaith Center on Corporate Responsibility (ICCR). The groups charge that the SEC proposals to change...
August 27, 2007
Advisor Gloom Matches Clients' PessimismThe market volatility of August 2007 prompted by the subprime mortgage crisis predictably led to major decreases in optimism among investors and their advisors, two...
August 23, 2007
Hedge Funds Cashing in On Subprime MessSome hedge funds are actually profiting off of the subprime mortgage debacle and the market volatility that it has helped cause.
August 22, 2007
What's Going On With Money Market Funds?Money market funds--something almost everyone takes for granted--are not supposed to be newsworthy. But during the first two weeks of August. Standard & Poor's put...