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
Clark at Large: We Can Be Heroes
By Bob Clark, Bob ClarkCan you believe that annuities are not only still hanging around but actually making a comeback thanks to the retirement of the baby boom generation?...
February 06, 2009
Wachovia Settles SEC's ARS ChargesThe SEC announced a settlement with Wachovia Securities LLC that will provide more than $7 billion in liquidity to customers who invested in ARS before the market collapsed.
February 04, 2009
Liability-driven investment strategies outperformed traditional allocations in '08Pension funds that used so-called liability-driven investment (LDI) strategies outperformed funds with traditional asset allocations in 2008 by a significant margin, according to global consulting...
February 02, 2009
More Barometric Folly: Searching for Alpha, February 2009With the first month of the year showing horrendous losses for nearly every size and valuation segment of the market, the bear growl of the so-called "January Barometer" can hardly be contained.
February 02, 2009
LPL's Hybrid RIA Platform passes the billion-dollar markLPL Financial, the nation's largest independent broker/dealer, announced Feb. 19 that the Hybrid RIA platform it introduced last October had reached more than $1.3 billion in assets under management in its first three months of operation.
February 01, 2009
The Perfect PonziAt the time of this writing, the Bernie Madoff story is the most popular topic in America. A quick Google search reveals countless newspaper, magazine,...
February 01, 2009
A New Benchmark for AdvisorsThe introduction of lifecycle index funds into the ETF marketplace creates a new tool for advisors but also a new hurdle. With many advisors using...
February 01, 2009
Wisdom, Not Necessarily ConventionalOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...