Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Vanguard Explorer Reopens
By Kara P. StapletonThe 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 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 07, 2008
More Auction-Rate Securities WoesIn the latest investigation of the troubled auction-rate securities market, the Securities and Exchange Commission's Division of Enforcement announced August 7 a preliminary settlement in principle with Citigroup Global Markets, Inc. (Citi) including proposed charges and a plan that would give individual investors, small businesses, and charities all $7.5 billion...
August 07, 2008
Practice EssentialThe financial advisory industry has changed dramatically over the past two decades. Close examination of the RIA market reveals a vibrant industry with a compounded...
August 01, 2008
Market Volatility AboundsOver the last four decades, the S&P 500 Index has posted an average of 58 days per year with an up or down movement of greater than 1%. From October 1, 2007--the S&P 500's historical high point--through July, 2008, the index has posted 83 such days, implying an annual rate...
August 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.
August 01, 2008
Ups & Downs of ETFsState Street Global Advisors and Knowledge@Wharton, the online business journal of The Wharton School, released the results of a joint survey of investment professionals exploring...
August 01, 2008
Behind the NumbersSome slowing of consumer spending may actually be a positive sign according to Stuart Schweitzer, global market strategist with JPMorgan Private Bank. In a June...