INVESTING TOP STORIES

Byron Wien, Still Contrarian After All These Years 

Mar 1, 2010 12:00 PM, By Nate Wendler

Why the veteran market guru likes Japan, gold and emerging markets and why retail advisors should gravitate to the fee-based, asset-gathering model....

The Price Is Not (always) Right 

Feb 1, 2010 12:00 PM, By Brad Zigler

Fundamental index ETFs have been around for nearly five years now. Have they lived up to their claims that they avoid overpriced stocks?...

Is There a New Normal in Your Future? 

Jan 4, 2010 12:00 PM, By Brad Zigler

Welcome to the New Normal, a ghoulish economic scenario. But there are some tweaks investors can make to their portfolios to protect against the apocalypse....

Forget Gains, Best to Avoid Losses 

Jan 1, 2010 12:00 PM, By Stan Luxenberg

It used to be, hold on for the long-term. These days, there is a new refrain: Avoid losing days to win....

Symptoms Of A Maturing Bull Market 

Jan 1, 2010 12:00 PM, By Eric Bjorgen and Doug Ramsey

We are somewhere in the latter half of a bull market, but a large share of the returns in this cycle have already been realized....

Mutual Funds

Cheap And Easy 

Mar 1, 2010 12:00 PM, By Stan Luxenberg

Portfolio strategies for ETFs that are low cost and easy to trade....

ETFs, Not Dead Ringers 

Mar 1, 2010 12:00 PM, By Christina Mucciolo

Last year ETFs, which are designed to track and mimic index returns, missed their targets by an average 1.25 percentage points....

Funds for the Nervous 

Feb 1, 2010 12:00 PM, By Stan Luxenberg

To coax nervous investors into the markets, consider some of these quirky, yet risk-averse, funds....

Lost Decade? Not For Fundamental Indexing  

Jan 22, 2010 12:54 PM, David A. Geracioti, VonAldo.com

A recent study says says it paid to use fundamental indexing in the decade of The Aughts. Rather than losing money, you would have earned a small return. ...

Fund Manager Leuthold Says Outlook Good for Stocks—at Least in the First Half of 2010  

Jan 5, 2010 8:48 AM, By David A. Geracioti VonAldo.com

First the good news: The S&P 500 should climb by about 19 percent or so from yesterday’s close, says mutual fund manager Steve Leuthold in his firm’s “Green Book” monthly research report, released this morning. Now the bad news: “Then [it] will give up those gains in the second half of the year.” In short, the bull is getting old. VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti...

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Equities

Client Frugality, Risk Aversion Is the New Normal  

Mar 2, 2010 3:19 PM, By Jerry Gleeson

Registered investment advisors report that their clients are closing their wallets and watching their dimes and quarters. ...

Buy Farmland, Gold and Run for the Hills, says Dr. Doom  

Feb 22, 2010 4:07 PM, By David A. Geracioti, VonAldo.com

Dr. Marc Faber, who predicted the 1987 crash and the recent financial crisis, is predictably gloomy. Buy farmland, gold and head into the country to avoid a "dirty" war, he told a conference. For more, please go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti....

Take Q4 Earnings Growth Headlines with a Big Grain of Salt  

Jan 13, 2010 10:08 AM, David A. Geracioti, VonAldo.com

It’s earnings season, and consensus analysts’ estimates are predicting a 184.2 percent jump in earnings for the S&P 500 companyies in Q4 over a year ago. Obviously, Q4 earnings have an easy bogey, since Q4 2008 earnings were pathetic. The rebound in Q4 earnings will be driven by financial, analysts say. For more, go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti...

Navigating Estate Tax Changes 

Jan 12, 2010 4:57 PM, By Kevin McKinley

If the current economic and investment climate aren’t enough to stimulate conversation with your high net worth clients, you may want to add “estate taxes” to the list of ongoing discussion topics. ...

BoA and TD Ameritrade on Raymond James’ Analysts’ Best Picks for 2010  

Jan 11, 2010 4:41 PM, By David A. Geracioti, VonAldo.com

Each December analysts at Raymond James pick a list of stocks its will likely “produce above-average price appreciation over the next 55 weeks.” This year’s list contains 14 stocks that Raymond James analysts say should somehow outperform despite “expected relative slow recovery of the U.S. economy” in 2010. For more, go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti...

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The American Dream Planner is designed to develop and stress- test wealth accumulation, management and transfer choices. The software accepts unlimited investments, tax deferred accounts, real property and business interests, income and expenses. Plans can include Trusts (Bypass, Marital, ILITs, CRTs, GRATs), SCINs, marketability and minority interest discounts and other techniques with income, gift and estate tax calculations. Data rich and interactive pie, line and bar charts and tabular data and mail merge provide a source for customizable reports. All versions can share encrypted data. The Personal Edition is intended for individuals with current estates of less than $3-5M. ...


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