Investors See Safe Harbor in Swiss Franc AnnuitiesJul 21, 2009By Alan Lavine Despite a recent pact between Switzerland and the United States to share tax evasion information, Swiss franc fixed annuities have been attracting a lot of U.S. dollars of late. Sources estimate that Americans have been putting about $2 billion annually into the Swiss insurance instruments, due to the falling dollar, inflation fears and the need to protect assets from creditors. ... The Advantage Of Being WorldlyJul 1, 2009By Stan Luxenberg The average global active manager beat his benchmark over the last 10 years. So did the average fund manager in a few other style boxes. But global managers may have a better arsenal to keep the trend going... Emerging DebtJun 1, 2009By Stan Luxenberg There is a steadier way to participate in fast-growing developing economies: emerging market bond funds... Short Selling Made EasyFeb 1, 2009By Stan Luxenberg Hedging with ETFs.... ETFs: Dollar DamageSep 1, 2008By Brad Zigler A controversial economist says government attempts to increase home ownership are at the root of the sub-prime mortgage mess.... Currencies: The Come-Back Greenback?Sep 1, 2008By Brad Zigler The dollar has been showing some spine lately. Is it time to buy dollars?... An ARS Bailout—For A PriceAug 1, 2008By John Aidan Byrne A secondary market has popped up for retail investors who want out of auction-rate securities–now. Are the deals worth it? That depends.... The Inverse Of Gold?Jun 1, 2008By Brad Zigler Sports and financial markets have more than a little in common. Just as a sports contest takes several innings or quarters to develop, bulls and bears... Currency Plays For The Retail SetMay 1, 2008By Stan Luxenberg Dodge & Cox is not famous for making dramatic contrarian moves. Instead, the company's funds have become popular by following cautious strategies, such... How To Play The Agriculture GameMay 1, 2008By Brad Zigler During the heyday of paper assets, stockbrokers regularly lorded over their commodity-dealing brethren. It wasn't personal, mind you, just the nature... To Short An ETFMar 1, 2008By Stan Luxenberg When markets turn down, the hated short sellers appear. The volume of short sales bets that stocks will drop spiked after technology shares began collapsing... To Heck With Modern Portfolio TheoryMar 1, 2008By Stan Luxenberg With markets soaring last year in places such as India and Turkey, investors poured cash into international funds. Of the $6.6 trillion invested in equity... Playing The Commodity CrazeFeb 1, 2008By Brad Zigler When the search for alpha takes conservative portfolios such as the Harvard and Yale endowments into the land of bellies, beans and bullion, investors... Abroad At HomeFeb 1, 2008By Stan Luxenberg Using a wide-ranging investing style, Peter Lynch dominated the fund world during the 1980s. The manager of Fidelity Magellan was known to pick stocks... Gold's Record High: BFDJan 14, 2008By Brad Zigler Gold hit record highs Friday, as February COMEX futures punched through $900 intraday before finally settling near $898. Gold bugs swarmed around the media outlets making sure they got quoted as the first—the very first—to call this takeout of the old record price, set in 1980... No Pain, No GainNov 1, 2007By Brad Zigler Most clients wouldn't question the superiority of a 10-percent return over a 5 percent one. Or would they? For some accounts, it's not so much where they... 120/20 Shorting To Go Extra LongOct 1, 2007By Brad Zigler Over the past five years, institutional investors have taken quite a shine to a type of fund that nobody quite knows what to call. At last count, pensions... Protect Your Clients' HomesSep 1, 2007By Brad Zigler For most Americans, the most important asset class is not the stock portfolio, it's the house. No wonder some homeowners are getting a bit nervous. The... Illiquidity Is Beautiful For SomeJul 1, 2007By Brad Zigler Remember when Chevy Chase used to wrap up the Weekend Update faux-news segment of Saturday Night Live with the line, I'm Chevy Chase and you're not? David... TIRED OF STINGY-YIELDING BONDS?Apr 1, 2007
From: Brad Zigler, Senior Certified Retirement Asset Manager (SCAM) Subject: Cash out of those CDs. Dump those underperforming mutual funds. The real... A New Kind of Future(s)Feb 1, 2007By Brad Zigler SOME PEOPLE have too much of a good thing: The 2001 tech wreck taught a lot of advisors and their clients that. In fact, no advisor worth his salt would suggest that a bond fund, a small-cap fund and exposure to, say, the 10 industry segments of the S&P 500 is all you need to smooth out a rocky equity market... The DIY Hedge FundFeb 1, 2007By David A. Geracioti Some years ago, during the Great Buying Panic of the 1990s, it occurred to Rob Isbitts that the traditional idea of diversification might not provide the downside protection it was advertised to deliver.... Private Equity for the Little(r) GuyDec 20, 2006By John Churchill Getting your clients a piece of global M&A action—2006 has seen a near-record $3.6 trillion in deal activity—doesn’t have to involve ponying up massive minimums (and fees) for shares of a private equity fund or fund of funds. There are a handful of merger-arbitrage mutual funds out there that may fit the bill.... The Case For (and Against) Immediate AnnuitiesDec 1, 2006By Kevin McKinley Right now your retired clients face a number of conundrums as they search for reliable sources of income. The interest paid by conservative fixed-income... Deciphering the Rules of Retirement AdviceOct 1, 2006By John Churchill Some advisors have long ignored parts of ERISA when consulting participants of 401(k) plans. Now they don't have to. Still, the Street is confused over what the new pension laws really mean when it comes to reirement advice... |
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