A look at hot stocks and contrarian plays—plus opinions, trends and stock investing strategies from well-known asset managers, strategists and financial advisors.
Feb 1, 2012
By Diana Britton
The European debt crisis and global economic uncertainty were the dark clouds hanging over the Investment Management Consultant Association’s conference in New York recently. ...
Dec 1, 2011
By Diana Britton
Once derided as market timing, more and more FAs are managing their client's portfolios tactically-meaning actively. But will it really dampen risk?...
Dec 1, 2011
By David Trainer
Banks' stated earnings don't mean much....
Dec 1, 2011
By Stan Luxenberg
Instead of fleeing large-cap funds, investors should be buying....
Dec 1, 2011
By Brad Zigler
What hedging strategy best combines simplicity and capital efficiency?...
Nov 1, 2011
By Diana Britton
While emerging market stocks have been touted for the last couple years as the investment du jour, the message at an Eaton Vance outlook event this morning was quite the contrary....
Nov 1, 2011
By Stan Luxenberg
Afraid of equities, retail investors continue to pour money into bond funds. Why not try a mix?...
Oct 14, 2011
By Diana Britton
After experiencing the financial crisis of 2008, clients have a different outlook on market volatility and are reacting differently to the current environment, said advisors at the Peak Advisor Alliance conference this week in Omaha, Neb. Clients are less focused on returns, and are more focused on not losing money, said Kelly Campbell, president of Campbell Wealth Management, during a panel session Friday morning. ...
Oct 12, 2011
By Diana Britton
In the current low interest rate environment, one that’s expected to last a while, yield is hard to come by. The yield on the 10-year Treasury is under 2 percent, while the yield on the five-year Treasury is under 1 percent. Meanwhile, the ebbs and flows of the stock market are causing retail investors to flee equities and domestic equity mutual funds. ...
Oct 1, 2011
By Diana Britton
Disasters have historically provided investors with an opportunity to take advantage of downside volatility in the markets. ...
Sep 1, 2011
By Brad Zigler
Tom Paine should have been a financial advisor. Attempting to bolster the spirits of Continentals after a retreat from a superior British force in the...
Aug 9, 2011
By Charles Paikert
S&P’s downgrade isn’t the problem, say wealth management and family office executives; it’s worse than that. The problem is the nations’ underlying structure of political, economic and fiscal problems—they are a legitimate cause for long-term concern. To put it in computer-speak: the United States is hardwired for doom....
Aug 9, 2011
By Diana Britton
With the recent events of Standard & Poor’s downgrade of the U.S.’s credit rating last Friday and yesterday’s market crash in reaction to the downgrade, advisors are fielding inquiries from clients, but many say they see the situation as more of a buying opportunity, rather than a time to panic and pull out of the markets. ...
Aug 9, 2011
By Diana Britton
Advisors affiliated with insurance companies are not locked into the insurance commission mentality; many of them looking to diversify their sources of revenues with other types of investment products as well as AUM-based fees. [What a grand time to make the switch, what with the market volatility scaring retail investors onto the sidelines. You only have to look at fiscal third-quarter trading volumes at, say, TD Ameritrade or Schwab....
Jul 27, 2011
By Diana Britton
LPL Financial (NASDAQ: LPLA) reported record revenues in the second quarter of $894 million, a 13.1 percent gain from the year-ago quarter, and record asset levels of $341 billion, 23 percent higher than the second quarter of 2010. . Second quarter income was $45.5 million, or 40 cents a share, up 82.4 percent from the year-ago quarter. ...
