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American workers exited 2010 with more than $10.2 trillion invested in employer-sponsored retirement plans, up 10% from the $9.3 trillion in play at the close of 2009, according to a new report from Chicago-based affluent investor consultant Spectrem Group.The beefed-up portfolios is just the latest sign that investors are finally starting to regain confidence in the market and, perhaps more important, making a concerted effort to stash away assets for their golden years.
March 23 -
Last week’s stock market decline may be the low from which the market will rebound from, according to BlackRock’s Chief Equity Etrategist Bob Doll.
March 23 -
A popular axiom referred to as Occams razor - holds that we should tend towards simpler approaches until we must trade simplicity for increased explanatory power. For estate trustees and beneficiaries considering tax strategies in the disposition of 2010 estate assets, this principle is a sound guideline.
March 23
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ProShares has launched an exchange-traded fund (ETF) that will provide investors inverse exposure to the high yield bond market‹a first for the market, the Bethesda, Md.-based ETF manager said in a statement today.
March 23 -
Direxion has launched three single-inverse fixed income exchange-traded funds to permit investors to wager on decreases in interest rates. They are the Total Bond Market Bear 1x Shares, the Daily 7-10 Year Treasury Bear 1x Shares and the Daily 20+ Year Treasury Bear 1x Shares ETFs. They seek 100% of the inverse of the daily performance of, respectively, the Barclays Capital U.S. Aggregate Bond Index, NYSE 7-10 Year Treasury Bond Index and NYSE 20-Year Plus Treasury Bond Index.
March 23 -
The Lansing, Mich.-based company just launched an online portfolio construction toolaptly named the Portfolio Construction Toolthat helps advisers assemble portfolios customized to their clients.
March 23 -
Several years ago, Grant Rawdin passed on the chance to become a charter shareholder in National Advisors Trust, a trust company owned by a registered investment adviser and designed to serve advisers nationwide.
March 23 -
The portfolios are broadly diversified and aim to reduce risk.
March 23 -
While corporations, consumers and governments are trying to get back on their feet following the global recession, continued volatility is pushing investors, especially high-net-worth investors, to pour their money into alternatives, which allow for broader diversification, said Gurinder Ahluwalia, president of Genworth Financial Wealth Management, at a media roundtable on diversification and new asset classes in New York City on Tuesday.
March 22 -
Charles Schwab has launched the Windhaven Portfolios, three broadly diversified separately managed accounts based on the assets and intellectual property of Windward Investment Management that Schwab acquired in November 2010.
March 22

