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
Who's Investing Where?
By Kara P. Stapleton"Nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these investment assets has declined...
February 01, 2009
Out of the Frying Pan, Into...?While most investors and their advisors are happy to say good riddance to 2008, the collective wisdom among economists and investing executives like Edward Campbell,...
January 30, 2009
SEC Charges Advisor with TARP FraudIn a case of fraud involving TARP, the Securities and Exchange Commission has charged Nashville-based investment advisor Gordon Grigg and his firm ProTrust Management, Inc., with securities fraud, and obtained a court order freezing their assets.
January 26, 2009
Assets in ETFs Reverse CourseFollowing three months of decline that began in the fall of 2008, assets invested in exchange traded funds grew by 11.9% in December 2008
January 09, 2009
Advisors Feeling OverwhelmedAs markets fluctuate and clients demand more ttention, maintaining a balance between physical and mental health is essential to the quality of planner's businesses
January 05, 2009
Currency Valuations on the Wane: Searching for Alpha, January 2009In this treacherous environment, one asset class seems to be the target of central banks - currencies.
January 01, 2009
Doing the work to maintain your current clientsIn the financial services industry, it's very easy to spend most of your time and resources on marketing for new clients. There's nothing wrong with that, but it's also very important that you continue to maintain a good
January 01, 2009
More Pain, Then Pleasure (Maybe)Hindsight may always be 20/20, but in these market and economic times, the cognoscenti seem to agree that even perfect vision and an understanding of...