Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Wisdom, Not Necessarily Conventional
By Bob KeaneOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
January 28, 2009
Portfolio Management: Built to LastWhat's the difference between a successful ETF investor and a failure? Successful investors often have a written investment plan. Another common difference between investment failure and...
January 26, 2009
Assets in ETFs Reverse CourseFollowing three months of decline that began in the fall of 2008, assets invested in exchange traded funds grew by 11.9% in December 2008
January 20, 2009
Aflac Rolls Out AdsA worksite benefits company has introduced two new commercials aimed at employers.
January 09, 2009
Advisors Feeling OverwhelmedAs markets fluctuate and clients demand more ttention, maintaining a balance between physical and mental health is essential to the quality of planner's businesses
January 05, 2009
Currency Valuations on the Wane: Searching for Alpha, January 2009In this treacherous environment, one asset class seems to be the target of central banks - currencies.
January 01, 2009
Doing the work to maintain your current clientsIn the financial services industry, it's very easy to spend most of your time and resources on marketing for new clients. There's nothing wrong with that, but it's also very important that you continue to maintain a good
January 01, 2009
Overcoming ObjectionsObjection: The client is uncomfortable sharing details of their finances with family members. If this is an issue with a client, you need to have frank conversation to tell him he is doing his family members a great disservice by leaving them in the