Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
The Wages of Sin
By Staff WriterFor investors looking for mutual fund investments that reflect their social values there are hundreds of socially responsible investment (SRI) choices available, not to mention...
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
December 01, 2007
Future TalkEvery now and then you get a glimpse of the future--when you're presented with a new fact or idea that causes other bits of information...
November 27, 2007
Playing a Potential Drop in Chinese StocksChina has been one of the best performing equity markets over the past year. The Shanghai Composite is up more than 100% since the beginning of 2007, compared with a much more modest gain of 39% for the broader MSCI Emerging Markets index. However, the Chinese market has fallen about...
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 12, 2007
What Fiduciary Means Right NowOne day last week over breakfast, I was watching CNBC as I usually do, when I noticed the Dow Futures were down 126 points due...
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...