Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
ETFs for 401(k)s Are OK
By Melanie WaddellNow that the Pension Protection Act has become law, plan sponsors should refrain from using money market and stable value funds as default options in...
October 01, 2006
Asset Allocation ReportTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here. Behind the Numbers, with Gary Shilling "I think...
October 01, 2006
Core DiversificationAdvisors use many techniques to make clients' portfolios geographically and industrially diverse, from including international funds along with U.S. mutual funds, to selecting a group...
October 01, 2006
About That Sideways Market...Regarding the article, "The Role of Equity-Indexed Annuities" in the August 2006 issue, I would like to bring into question some of the arguments used...
October 01, 2006
What's Behind Us Is the FutureAny serious discussion about the management of wealth or how to invest should begin with a basic understanding of human behavior, of when and why...
September 27, 2006
S&P 500 Exceeds 2005 EarningsBoosting its record number of consecutive quarters of double-digit year-over-year earnings gains up to 18, Standard & Poor's announced that the S&P 500 is expected to show "strong quarterly growth" in third-quarter operating earnings. The predicted third-quarter earnings of $21.53 ($194 billion in aggregate) represent a 14.3% gain over the...
September 25, 2006
DWS's New Five-Fund ProductWith one product, investors can potentially benefit from a combination of DWS funds and institutional, global asset allocation oversight to help deliver performance in up and down markets," said Head of DWS Scudder, Axel Schwarzer, in a statement about the company's new product.
September 22, 2006
More ETFs From BarclaysBarclays Global Investors (BGI) announced that five new iShares S&P Global Sector Exchange Traded Funds (ETFs) began trading September 21 on the New York Stock Exchange.