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Friday, November 20, 2009
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Investment Insights
Most of the debate over active versus passive investing strategies has reached the level of white noise as both sides continue to stack up claims and examples to make their cases.
Investment Insights
Shared-trust fund offers easy way to roll up smaller accounts
Most financial advisers can relate to the challenges of handling smaller accounts that are inherited from the relatives of existing clients, or are in the form of small “orphaned” retirement accounts.
In whatever way Congress and the Obama administration eventually change the national health care system, there is one segment of the health care market where reform has already begun and is gaining momentum.
Fixed-income securities — traditional tools to dampen portfolio volatility — are now behind investment strategies intended to guarantee retirement in-come and cash flow.
In yet another example of the ever-expanding power of social media, a startup investment platform is hoping to invade the mutual fund industry's turf by hooking up investors directly with money managers via such social-networking websites as Facebook and Yahoo.
Investors have learned hard lessons about sector weightings over the years.
After two decades of downward-trending interest rates and generally decreasing inflation, the idea of runaway inflation and double-digit interest rates might be difficult to imagine.
With the S&P 500 up more than 18% since the start of the year and almost 60% from the March 9 market low, it might be easy to make a case for long or even leveraged-long equity exposure.
The immediate future continues to look bright to Tom Forester, manager of the $90 million Forester Value Fund (FVALX). The fund stood out at the end of last year for its 0.4% gain.
With gold hovering around the psychologically significant $1,000-an-ounce mark and silver making its own impressive ascent this year, the theories naturally abound about whether now is the time to get in or out of precious metals.
For most individual investors, the closed-end-fund marketplace is a minefield of confusing yet enticing opportunities.
Cash management should get a lot more interesting over the next few weeks as government protections for money market funds expire and new rules are considered.
Given the market's performance over the past decade, many investors are having a hard time buying into a buy-and-hold investment strategy right now.
The initial public offering market, which has already produced some high-quality returns from a short list of companies this year, could represent a real investment opportunity over the next few months as more companies line up to take advantage of the stock market's momentum.
It was only a matter of time before the green-investing movement reached the hedge fund industry, and you can now credit Bookbinder Capital Management LLC with breaking the ice.
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