Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
May 01, 2006
Behind the Numbers, with Mark KellerThe chief investment officer of A.G. Edwards has moved a bit towards the defensive side by increasing assets allocated to bonds for the first time...
May 01, 2006
Profiting by BehaviorCompetition for affluent clients is fiercer than ever. To attract their attention, you need to stand out from the crowd. You must have better insights...
April 03, 2006
Stocks Will Rule Again in the Second QuarterAs most who ply the asset allocation trade already know, it usually doesn't pay to play in the far end of the yield curve in a search for extra income. The end result in such attempts is a slightly higher return, but typically at the cost of significantly higher volatility....
April 01, 2006
Behind the Numbers,with Gail DudackEnergy prices should go down for the year overall, with crude oil averaging out to $55 a barrel, according to the Managing Partner of the...
March 20, 2006
First Trust Advisors Launch Dividend Exchange Traded FundETF tracks Morningstar's Dividend Leaders Index
March 01, 2006
A Fundamental DebateReady for a sea change in active management? According to "The Fundamental Law in Mismanagement," a recent paper by Richard Michaud of New Frontier Advisors in Boston, the most basic tenet of active equity management is seriously flawed.
March 01, 2006
Interview: Pamela Holding of Putnam International Growth & Income FundS&P Rank: 4 Stars Avoiding Value Traps
March 01, 2006
Behind the Numbers, with Sam StovallIt still may not be too late for investors to profit from the energy sector, according to S&P's chief investment strategist, despite its outperformance of...
February 23, 2006
New Small-Cap ETF Looks for Positive Earnings SurprisesPowerShares Capital Management LLC launched a new small-cap exchange-traded fund (ETF) that looks for companies that deliver positive earnings surprises. Trading under the ticker symbol PZJ, the ETF is based on the Zacks Small-Cap Index. The equal-weighted index comprises 250 small-cap issues with a market cap between roughly $600 million...
January 17, 2006
Fund in Focus: Putnam Small-Cap Growth FundRick Weed, manager since July 2004 S&P Rank: 4 Stars A Lie Detector Test for Small-Caps