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Increasing stability and high levels of per-capita growth in far-flung global economies have created investment opportunities for intrepid investors.
October 1 -
Hindsight isn't really 20/20 because there's a good chance one could misinterpret what happened. And if we connect the dots incorrectly and claim a pattern that isn't there, then we've gone through the pain without learning anything. And we're bound to repeat the same mistakes someday.
October 1 -
The search for global investments has become at once more far-reaching and fundamental. Expanding the search geographically can glean opportunities in essentials like food, water and energy. Population growth and higher labor costs also play a part in global investing. But be warned: Your clients will need nerves of steel.
October 1 -
As the global markets limp slowly toward stability, the natural resources sector will be an area of opportunity for clients.
October 1 -
The explosive growth of alternative exchange-traded funds has raised the question of whether they've met the expectations of their investors.
October 1 -
The director of financial planning at R.W. Baird, Tim Steffen, discusses the upcoming elections, what changes to the fiscal landscape are possible, and how advisors should steer clients through the uncertainties and tax issues.
October 1 -
Investors seek higher yield in a crowded dividend market, analysts discuss whether this is a good investment or if the market is a bubble that will burst.
October 1 -
An aging population and government inaction challenge Japan's faltering economy.
October 1 -
Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
October 1 -
A planning firm emphasizes educating clients, especially women, and staying current with them.
October 1 -
Planning firms find that investment committees can help build consensus and explain strategies to clients.
October 1 -
If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?
October 1 -
The financial markets are quite susceptible to being devastated by new crises. Here's how to protect your clients.
October 1 -
Writing call options is a time-consuming tactic, but may deliver respectable returns in a sideways stock market.
October 1 -
More than many small-cap growth funds, Wasatch Core Growth favors steady rather than spectacular earnings growth.
October 1 -
Be sure prospects and clients understand the difference.
October 1 -
Our annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.
October 1 -
The pursuit of double-digit returns means taking greater risks. Some ETF investors are making the move.
October 1 -
For a client whose mortgage is underwater, is a short sale still the best option?
October 1 -
The Board of Trustees of the Northern Multi-Manager Funds last month approved the termination of Marsico Capital Management as a sub-adviser to the Multi-Manager Large Cap Fund (NMMLX, effective Sept. 12, and the appointment of WestEnd Advisors to sub-advise a portion of the Large Cap Fund, effective Sept. 24.
September 28
