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
Asset Allocation
By Kara P. Stapleton"The key to 2009 is whether an Obama stimulus package can ignite consumer rebound," says Kelly, the chief market strategist for JPMorgan Funds, adding that...
December 31, 2008
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
December 22, 2008
Big Outflows From Stock Mutual Funds in October; Lower Risk ToleranceSeveral recent studies by the Investment Company Institute show that the volatility of the markets is affecting investor behavior significantly
December 08, 2008
Bleak Employment Picture for Financial ServicesThe headlines for December 5th's Labor Department Payroll Survey trumpeted a decline of 533,000 jobs in November 2008
December 01, 2008
Markets Down, Takeovers Up?The recent pummeling of the stock market has changed the playing field for many firms.
December 01, 2008
About the ManagerPhilip Tasho, CEO and CIO of Alexandria, Virginia-based TAMRO Capital Partners, always had an affinity for languages. That's why he chose to major in Russian...
December 01, 2008
Asset AllocationBehind the Numbers, with Sam Stovall In an interview with Fox Business early November, Stovall talked about his expectations for the remainder of 2008 and...
December 01, 2008
What Is SRI?The socially responsible investing (SRI) movement has been gathering momentum for the last 20 years or so. According to the 2008 PRI Report on Progress...