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 Caught the Rally?: Searching for Alpha, May 2009
By Ben WarwickThe huge equity gains in April were a welcome respite from recent volatility.
May 01, 2009
How Things Are ChangingBill Crager has a unique vantage point from which to watch the investing mindset of advisors. As president and co-founder of Envestnet, which provides front-...
May 01, 2009
Numerology: No One WayDC Research and Practical Perspectives, two research companies headed, respectively, by Dennis Gallant and Howard Schneider, released in April their most recent findings--"Examining Best Practices...
May 01, 2009
Venture Populist: Chaos = Opportunity (Oh, please)How often will we have to hear this nonsense from pontificating pundits and portfolio managers out ballyhooing the pending stock buying opportunity of a lifetime?...
May 01, 2009
The ETF Advisor: Energy EdgeThe nearly $100 per barrel plunge in oil prices since last summer, coupled with the credit crisis and stock market decline, hit the nascent biofuels...
May 01, 2009
Catching Up With: Jeff MontgomeryJeff Montgomery has seen the advisory business from multiple angles in his career, which is serving him well at Al Frank Asset Management, where he...
May 01, 2009
Danger & Opportunity: Raising the BarIf you were asked to nominate a single representative who personifies reason and insight when it comes to investing, combined with integrity and a career-long...
May 01, 2009
The Green Advisor: A Triad of ValuesIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...