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
Leveraged ETFs
By Vaughan ScullyAs leveraged ETFs gain popularity, they have drawn increasing attention from the media and regulators for their extreme volatility--not to mention the unusual features that make them far different from unleveraged ETFs.
July 10, 2009
Portfolio Analytics, S&P StyleStandard & Poor's MarketScope Advisor (MSA), has added a HoldingScan tool and Alerts functionality to its range of services for advisors.
July 06, 2009
Millionaires Report Average 4% Loss in 2008Fidelity survey also finds the wealthy consider advisors protectors and therapists
July 01, 2009
Reviewing the Reviewer: Searching for Alpha, July 2009The biggest risk to equities may well be the attractive return offered by bonds.
July 01, 2009
Taking the Really Long View (Longer Version)When Rob Manning goes to work every day, he's got big shoes to fill, since he oversees the first mutual fund, Massachusetts Investors Trust, which...
July 01, 2009
Soapbox: Euthanize Wealth Management PracticesThe wealth management practices of the Wall Street firms and big banks are broken. Again. To understand this point, it's important to step back and remember...
July 01, 2009
ETF Advisor: Cr?me de la Cr?me--The Best-Performing ETFs for the Long RunQuick, what do these three exchange-traded funds--Consumer Staples Select Sector SPDR, iShares Dow Jones U.S. Energy Sector, and Vanguard Consumer Staples--have in common? They are the...