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
Merrill Lynch Investment Management and BlackRock Merger Complete
By Kara P. StapletonBlackRock Inc. and Merrill Lynch Investment Management have completed the merger of their investment management businesses, creating a company that will have more than $1 trillion in assets under management, operating chiefly under the BlackRock name.
October 01, 2006
Core DiversificationAdvisors use many techniques to make clients' portfolios geographically and industrially diverse, from including international funds along with U.S. mutual funds, to selecting a group...
October 01, 2006
ETFs for 401(k)s Are OKNow that the Pension Protection Act has become law, plan sponsors should refrain from using money market and stable value funds as default options in...
October 01, 2006
Remember To Pay The MortgageMortgage-backed securi-ties, a somewhat overlooked, though very large, section of the fixed-income universe, are becoming more attractive to investors in light of a softening housing...
October 01, 2006
Strategies and StrategistsIn his IA Leader's Interview in the October 2006 issue of Investment Advisor, Gene Balliett of Balliett Financial Services in Winter Park, Florida, discusses how...
October 01, 2006
What's Behind Us Is the FutureAny serious discussion about the management of wealth or how to invest should begin with a basic understanding of human behavior, of when and why...
October 01, 2006
Asset Allocation ReportTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here. Behind the Numbers, with Gary Shilling "I think...
September 27, 2006
S&P 500 Exceeds 2005 EarningsBoosting its record number of consecutive quarters of double-digit year-over-year earnings gains up to 18, Standard & Poor's announced that the S&P 500 is expected to show "strong quarterly growth" in third-quarter operating earnings. The predicted third-quarter earnings of $21.53 ($194 billion in aggregate) represent a 14.3% gain over the...