Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
August 01, 2007
As Spreads Widen, Opportunities BeckonThe 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...
August 01, 2007
The Tax AdvantageIn 2003, the federal tax rate on qualifying dividends from U.S. companies, international companies that trade on the U.S. market, and international companies domiciled in...
August 01, 2007
Head South, Investors!Investing in emerging markets has paid off handsomely over the last few years. According to a new Standard & Poor's survey of fund managers, professional...
August 01, 2007
Small-Cap Value Still Chugging AlongWhile small-cap stocks have generally underperformed large-caps in recent years, small-cap value has kept pace with its larger-cap value peers. The average small-cap value portfolio...
August 01, 2007
Coming Home to RoostProblems in the subprime fixed-income market played perhaps a larger-than-expected role in presentations and discussions among the experts at Morningstar's annual Investment Conference, this year...
August 01, 2007
A Case for VAs?It's no secret that securing retirement income for life is a top financial goal for boomers. Now, new research sponsored by AIG SunAmerica and conducted...
August 01, 2007
Experience and FlexibilityExperience: accept no substitute. In a world where the phantom valuations and effervescent ratings of mortgage-backed securities seem to be overshadowing all of the markets,...
August 01, 2007
The Income BaristaAs many advisors know, the biggest challenge facing millions of retiring baby boomers is income (or lack of) as they necessarily begin to rely on...
August 01, 2007
The Tax-Free Investing OpportunityHow many of your clients could benefit from tax-free investing? Since we're talking about a one-time only Roth IRA opportunity, the answer depends on several client-specific...