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
National Organizations to Provide Free Financial Education for Underserved Populations
By Bob KeaneFPA, CFP Board, Foundation for Financial Planning and U.S. Conference of Mayors sponsor major consumer initiative.
April 26, 2010
IRA Assets Now Surpass 401(k)s, Report ShowsIRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research.
April 26, 2010
Schwab to Link to J.P. Morgan's Fixed-Income SecuritiesCharles Schwab clients will now have access to J.P. Morgan's fixed-income securities, including new-issue and secondary municipal bonds, corporate debt securities and non-convertible preferred securities.
April 26, 2010
Muni Customers Should Get Fair Prices, Says MSRBThe Municipal Securities Rulemaking Board (MSRB) has requested comments on a proposal to standardize the way brokers and dealers set market prices for municipal securities.
April 26, 2010
GAO Tells SEC, CFTC to Set 'Clearer Goals' on HarmonizationCFTC, SEC expect to have Joint Advisory Committee functioning by early summer
April 22, 2010
Keeley Rolls Out Alternative Value FundKeeley Asset Management Corp. has launched the KEELEY Alternative Value Fund in two share classes.
April 21, 2010
Target-Date Mutual Funds Continue Gains, Ibbotson ReportsAs target-date funds increase in popularity with investors, Ibbotson Associates said these funds experienced their fourth consecutive quarter of positive gains during the first quarter of 2010.