Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
When Contrarians Create
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniFor more than a decade after the firm was founded in 1985, Malcolm H. Gissen & Associates provided comprehensive financial planning and investment advisory services...
June 01, 2010
Mutual Fund Spotlight: The World Their OysterThe two men--who are both RIAs with over 28 years of investment experience each and who launched the Encompass Fund in 2006--look to invest exclusively...
June 01, 2010
Asset AllocationIn his weekly Market Commentary dated May 10, 2010, LPL Financial's chief market strategist indicated that the market pullback that began on April 23 is...
June 01, 2010
The Markets: Doomed to Repeat?Some financial experts who know the history of U.S. markets inside and out are nonetheless oblivious to the history of stock markets around the world....
June 01, 2010
The Green Advisor: Urban Sustainable Investing"They're creating a new environment where the people who are living in the homes are living sustainably," Chat Reynders told me during a recent conversation...
May 28, 2010
Wary Analysts Watch Gold's Climb as Investors Flock to SafetyExperts warn all that glitters might be a bubble
May 28, 2010
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly WrapupThe latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
May 28, 2010
Wealthy Taking More Control of Their Finances, Barclays FindsU.S. high-net-worth investors have emerged from the recent financial crisis pessimistic about the American and global economies and with less trust in Washington's ability to manage financial crises.