Economy & Markets
The important economic and stock market news that advisors need to know.
Taking Clients Beyond Stocks and Bonds
By Staff WriterPressure on the U.S. dollar has been considerable. Late last year, the greenback touched 14-year lows versus the British pound, sparking worries that the worst...
February 01, 2007
Benchmarking for DollarsWhen I lived in Washington, DC in the early 1980s, the fact that I was born in Russia almost always elicited an incredulous reaction. People...
February 01, 2007
Through Thick and ThinBalanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes. Such funds...
February 01, 2007
Defining StyleAn investment style is the way a manager goes about analyzing, buying, and selling stocks. Elements are the specific aspects of the stock and/or company...
February 01, 2007
Small Caps On Top AgainThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh...
February 01, 2007
Pershing INSITE to Feature Laura TysonINSITE 2007, Pershing's annual financial products and services conference, is set to include a presentation by Laura D'Andrea Tyson, former National Economic Advisor to President...
January 24, 2007
The Ins and Outs of HOLDRsMerrill Lynch's HOLDRs are grantor trusts that resemble ETFs, but aren't registered or managed the same. Instead of charging an annual expense ratio, HOLDRs charge a small custody fee that varies depe
January 24, 2007
Part D Boosts WellPoint EarningsThe new Medicare prescription drug program helped fourth-quarter profits at a large managed care company.WellPoint Inc., Indianapolis, is reporting $801 million in net income for ...