Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
As Spreads Widen, Opportunities Beckon
By Ben WarwickThe term "a rising tide lifts all boats" is especially true in the investment management industry. After years of smooth, steady returns in nearly every asset class, the markets are finally beginning to exhibit some volatility. Although this may be bad for an investor with a decades-long investment horizon, for...
July 01, 2007
Behind the Numbers, with Sam StovallSam Stovall, S&P's chief economic strategist, has maintained a high percentage of assets allocated to stocks this month. Within that percentage, Stovall recommends underweighting U.S....
June 22, 2007
Some Utility Stocks Becoming Less Interest Rate SensitiveUntil about 10 years ago, U.S. electric and natural gas utilities have been quintessential "widow and orphan" stocks. Their profitability was highly regulated and, lacking...
June 01, 2007
Utilities Plugging AwayOver the past few years, the dull utilities sector has been turning heads with stock market performance that's been anything but boring. Through the first quarter...
June 01, 2007
Behind the Numbers, with Mark Balasa"As a group, we always feel that the money our clients give us is to be invested," says the Alpha Group's Mark Balasa, as he...
June 01, 2007
Why and How to Educate Your Next ClientFrom 1995 to 2004, the Securities Industry Association conducted an annual survey of investor attitudes. According to the 2004 report on the survey: "84 percent think...
May 01, 2007
Tech True Believers Hard to FindTech stocks have been in a three-year funk, having come out of the late 1990s dot-com bubble with little more than a thready heart beat. With a slew of important product updates this year, including the Microsoft Vista operating system, I figured that this was the time to commit to...
April 02, 2007
Deal or No Deal?There tends to be a financial crisis every ten years or so, and subprime loans seem to be the current one. As nearly everyone knows,...