Beating The BearApr 1, 2008,By Stan Luxenberg Academics have long scorned actively managed mutual funds. Instead of spending money on managers who attempt to beat the market (however that is defined),... How Low Can You Go?Apr 1, 2008,By Stan Luxenberg With credit markets jittery and the economy on the lip of recession (or in recession, depending upon whom you ask), real estate funds have plummeted.... Focused And Then SomeApr 1, 2008,By Stan Luxenberg Competing fiercely for the attention of investors, fund companies have brought out a wave of specialized offerings. Many of the choices which include... CAPITAL HILL CONTRIBUTIONSMar 1, 2008,Christina Mucciolo Wall Street is shifting loyalties. So far in the 2008 election cycle, the securities and investment industry has showered the Democratic Party with contributions.... Playing The Commodity CrazeFeb 1, 2008,By 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, 2008,By 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... Merrill Abandons CDO Biz, But Only for a MomentJan 31, 2008,By Kristen French Maybe Merrill Lynch CEO John Thain just wanted to test his audience. At an investment conference today, Thain said that Merrill would abandon CDO underwriting and other structured-credit businesses, the very ones that led to the subprime meltdown on Wall Street and beyond. And then he took it back. ... To Catch A Muni IndexJan 1, 2008,By Stan Luxenberg Since the first exchange-traded bond fund appeared in 2002, financial rocket scientists have struggled to launch a tax-free ETF. The development efforts... Party Like It's 1999Dec 1, 2007,By Stan Luxenberg What are the chances that one of your funds will return 100 percent (or more) next year? Slim extremely slim. Funds rarely double in a 12-month period;... Meet the Retirement GeekNov 1, 2007,BY DAVID ADLER Moshe Milevsky, professor of Finance at York University Canada, is a widely recognized innovator in the field of retirement-income planning, insurance... Investors see a revival of growth funds in 2007Oct 1, 2007,Stan Luxenberg For years, investors have been waiting for a revival of growth funds. The moment may have arrived. During the first seven months of 2007, large-cap growth... 120/20 Shorting To Go Extra LongOct 1, 2007,By 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... Meet The New Panic, Just Like the Old PanicOct 1, 2007,By David A. Geracioti About the current credit market turmoil, Former Federal Reserve Chairman Alan Greenspan said in early September, The behavior in what we are observing... A House of PainOct 1, 2007,By David A. Geracioti The curious thing about a bubble is, when it bursts, you can't believe people actually behaved the way they did. (Remember, in the late 1990s, backing... ETF Clones-At A DiscountOct 1, 2007,By Stan Luxenberg Millions of investors have piled into exchange-traded funds (ETFs) over the past decade. Assets in the funds have grown from $65 billion in 2000 to $488... What Should I Do With This Money?Oct 1, 2007,By Kevin McKinley When a client brings in new assets to invest, you probably start by weighing the virtues of bonds versus stocks, mutual funds versus ETFs and global markets... Hedge Fund HotsSep 1, 2007,Halah Touryalai Despite mounting sub-prime mortgage woes, hedge funds are doing better than ever. In fact, the second quarter of 2007 saw hedge funds accumulate net new... ETF ConfusionSep 1, 2007,By Stephen P. Brown As the popularity of exchange-traded funds (ETFs) grows, financial advisors are increasingly pressed to separate the wheat from the chaff, the meat from... Protect Your Clients' HomesSep 1, 2007,By 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... The Ten to Watch '07Aug 1, 2007,By David A. Geracioti Creating lists such as this can be a notoriously capricious business. For starters, why only 10 people? Good question. But it forces a silly answer: The... The Death of a BrokerageAug 1, 2007,By John Churchill Stanley Brooks was living the dream. With a $16,000 investment in 1990, Brooks built Brookstreet Securities of Irvine, Calif., into a $150 million revenue... Keep On Trackin'Aug 1, 2007,By Stan Luxenberg Exchange-traded notes (ETNs) are hot. That's right, ETNs that's no typo. Do not confuse ETNs with their cousins, exchange-traded funds (ETFs), which because... Illiquidity Is Beautiful For SomeJul 1, 2007,By 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... Actively Managed ETFs: The Next Generation?Jun 1, 2007,By Stephen P. Brown There are a few stumbling blocks, but a U.S. launch could be just around the corner. ... A Sign of the Top for Private Equity?Mar 21, 2007,By Kevin Burke If the Blackstone Group ever goes public, it sure would be cool to get an allocation of the IPO. Imagine your clients at cocktail parties, bragging about how they are “in” enough to have gotten a piece of that deal. (Sure might help you recruit new clients.) But, one wonders, if Blackstone co-founder Stephen Schwarzman is selling, do you want to be buying? Put another way, the news that buyout behemoth Blackstone Group is mulling an IPO may be “a sign” that this rather secretive market segment may be peaking.... A Market Sell Off? What Market Sell Off?Feb 28, 2007,By Stan Luxenberg When the market dives, that’s when hedge funds—well, those true to their name—are supposed to earn their money. That’s because many hedge funds are designed to avoid big losses and make money nearly every year using low-correlating absolute-return strategies. Lately mutual funds have appeared that are designed to act like hedge funds, selling short or using other techniques to produce steady results in many market climates.... Retail Hedge Fund Investors to the SEC: Buzz OffFeb 23, 2007,By Halah Touryalai Here’s a dose of irony for the Securities and Exchange Commission. The SEC thinks it needs to do more to “protect” wealthy retail investors from the secretive world of hedge funds. To do so, it is entertaining the idea of enacting more stringent rules as to who can invest. Here’s the irony: The agency is now faced with negative feedback from those very investors it is trying to safeguard. Many wealthy investors say they can take care of themselves, thank you very much.... The DIY Hedge FundFeb 8, 2007,By 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. As an investment advisor with Emerald Asset Advisors, an RIA in Weston, Fla., Isbitts saw new clients who had assets spread all over the place; it was as if the prior “advisor [was] trying to fill all the boxes in the famous Morningstar Style Box, then convincing the client that they [could] weather any storm,” Isbitts says. “I think this is very 1990s thinking, and it is potentially very dangerous to you as an advisor. Style-box investing does not reduce your risk as much as you think it does.”... A Tempest Over Structured ProductsFeb 1, 2007,By John Churchill STRUCTURED PRODUCTS, complicated hybrid securities used both to hedge and to speculate, are among the fastest growing investment vehicles in the retail market... A New Kind of Future(s)Feb 1, 2007,By 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... Immediate AnnuitiesFeb 1, 2007,By Kevin McKinley Over the last two months we've covered the ins-and-outs of single premium immediate annuities (SPIAs). ... Got Conflicts?Feb 1, 2007,By Stan Luxenberg When the mutual fund scandals broke in 2003, some of the most notorious villains were so-called side-by-side managers money managers that ran mutual funds and hedge funds at the same time.... The DIY Hedge FundFeb 1, 2007,By 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.... Zacks Investment Research Special Stock Screen: The Contrarian WayDec 18, 2006,Special to Registered Rep., By Adam Cohen, Zacks Investment Research Dividends—considered silly back in the roaring 1990's—are once again in vogue. Here's a screen to uncover strong, dividend-paying stocks... A Yen for GreenbacksNov 1, 2006,By Milton Ezrati The outlook for the U.S. dollar is not as bad as some of the 'smart money' would have you believe... |
Current Issue A FALSE SENSE OF SECURITYMay 1, 2008 Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed... advertisement
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