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To improve portfolio diversification, look to technology
Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.
The correlation conundrum and liquid alternatives
The vast majority of these funds are new, and they require scrutiny in context of other assets.
Adapt investment strategies to pay for long-term care
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
How to outperform using boring old index funds
Hint: You've always had it in you.
New resolution: Avoid the decisions that are killing your portfolio
Here's why one behavioral finance expert says all of those market prognosticators are wrong.
Live from Morningstar: Best investment ideas heard at the conference
> Russ Kinnel, director of mutual fund research at Morningstar Inc.’s, best idea for finding income: “If you…
Minimizing global investment risk
Investment advisers and their clients once again have turned to emerging markets as they scour the globe chasing higher returns.
Muni bonds: More bang for the buck
With retail investors exiting municipal bonds for the past six months because of sharply rising interest rates and much-publicized default fears, the asset class now represents an island of high-quality value in a sea of relatively expensive fixed-income options
Five under-book stocks set for a rebound
A time-honored method of detecting cheap stocks is to look for ones that sell below book value.
Insiders quietly snapping up these stocks
Based on recent buying patterns, the shares of these four companies may be set to take off.
Value + momentum = Four stocks worth a punt
When I choose stocks, I put very little weight on relative strength. Yet I know many investors swear…
Six Japanese stocks to buy
Japan's Nikkei 225 has fallen 12% since an earthquake ripped the country on March 11. U.S. investors should consider buying ADRs of Japanese stocks.
Top stocks that will flop, laggards that will pop: Dorfman
The year's best performers are headed for a tumble, while three beaten-down stocks are ready to rebound
Four hot stocks that are still good bargains
Few of September's star stocks look like bargains. But here are a few that do, according to John Dorfman, chairman of Thunderstorm Capital in Boston and a columnist for Bloomberg News.
Sector selector: How do the major industry groups grade out?
Here's how the 10 major industry groups in the S&P 500 grade out, according to John Dorfman
‘Buy’ signal flashing with plunge in consumer confidence
Historically, large stocks make biggest gains when confidence in the U.S. economy is at its lowest
Catch a rising star with four stocks on the move
When you buy a stock that has been falling, you have the thrill of trying to catch the…
A ‘mechanical’ approach to merger arbitrage
There has been a significant increase in merger-related activity as the equity markets have recovered worldwide.
John Dorfman: Why Goldman Sachs is now a ‘buy’
Now that the Securities and Exchange Commission has unofficially declared Goldman Sachs Group Inc. to be the big bad wolf of the 2007-2009 financial crisis, what should investors do?
Bill Gross: How a global debt crisis trickles down to investors
Can you solve a global debt crisis by issuing more debt?
