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Registered Rep.
February 24, 2015
Brad Zigler |
Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy.   |
Registered Rep.
September 1, 2015
Brad Zigler |
Doing the Math on Liquid Alts' Five-Year Track Record If you've been reading these pages for very long, you've likely learned that there are a lot of choices in the alternative investment space. |
Registered Rep.
August 19, 2014
Brad Zigler |
Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products. |
Registered Rep.
March 24, 2015
Brad Zigler |
Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money. |
Registered Rep.
November 2, 2015
Brad Zigler |
Shopping For High Dividend ETFs? Beware Volatility Especially enticing are high-dividend exchange-traded funds ("ETFs"), which offer cash flows nominally devoid of duration and interest rate risk. |
Registered Rep.
April 28, 2015
Brad Zigler |
Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies. |
The Motley Fool
December 5, 2006
Dan Caplinger |
Stay Sharpe As a way to incorporate risk into your investment analysis, the Sharpe ratio does a good job of going beyond straight performance figures to give you insight into how an investment was successful. |
The Motley Fool
August 2, 2010
Michael Johnston |
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs. |
Financial Planning
October 1, 2012
Craig L. Israelsen |
How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility? |
Financial Advisor
July 2012
Brad Zigler |
Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why. |
Registered Rep.
December 1, 2015
Brad Zigler |
Alternatives For The Future With the coming of the end of the zero-rate environment, investors and advisors must rethink their portfolio strategies, most especially their alternative investment allocations. |
On Wall Street
October 1, 2013
Jeff Tjornehoj |
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. |
Registered Rep.
December 30, 2010
Brad Zigler |
New Meets Old: Measuring Gold Market Risk Is it just too late in gold's bull market to justify the risk of entry? |
Registered Rep.
June 29, 2015
Brad Zigler |
Tough Choices: Alternative Funds In 2015 Once available only to well-heeled investors through privately placed hedge funds, an increasing number of alternative investment strategies can now be found in mutual fund and exchange traded product wrappers. |
Registered Rep.
January 1, 2003
Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. |
The Motley Fool
August 19, 2008
Dan Caplinger |
How Risky Are Your Stocks? To know what the future may bring, you can't just look at past returns. |
On Wall Street
October 1, 2012
Jeff Tjornehoj |
Great Expectations for Alternative ETFs The explosive growth of alternative exchange-traded funds has raised the question of whether they ve met the expectations of their investors. |
Financial Advisor
May 2005
Cohen & Overgard |
Risk Is More Than Standard Deviation Understanding risk when investing in a hedge fund is extremely critical. The hedge-fund return patterns are more important than historical returns. |
Registered Rep.
October 5, 2015
Brad Zigler |
Recession-Testing Your Portfolio If you subscribe to common wisdom, the late-summer market selloff must have you thinking about the potential for a true recessionary slide. |
Registered Rep.
January 26, 2010
Brad Zigler |
The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value. |
Investment Advisor
May 3, 2011
Joyce Hanson |
Exchange-Traded Products Hit Record $1.13 Trillion in April: IndexUniverse 'It's only a matter of time before SPY becomes a $100 billion fund' report says |
The Motley Fool
April 19, 2010
Dan Caplinger |
Is Your Retirement Really Safe? The much-heralded 4% rule has its flaws. |
Registered Rep.
December 23, 2014
Brad Zigler |
The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days. |
Financial Planning
August 1, 2006
John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients. |
Registered Rep.
April 22, 2014
Brad Zigler |
What To Do About Inflation Risk A number of fundamental and technical indicators are now signaling a buildup of inflationary pressures in the domestic economy. |
Registered Rep.
August 26, 2014
Brad Zigler |
What's An Asset Allocation ETF Really Worth? There are now 40 exchange traded products in the asset allocation category -- most of which are young with short track records |
Financial Planning
July 1, 2006
Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
The Motley Fool
November 8, 2010
Michael Johnston |
7 Wildly Successful Active ETFs The ETF industry has grown a lot in recent years; here are some stable winners. |
Registered Rep.
November 1, 2005
John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
Registered Rep.
August 17, 2011
Brad Zigler |
ETF Strategies to Profit During Times of Stagflation Advisors need to be heard as the voice of reason over the din of market panic. |
The Motley Fool
April 25, 2011
Cindy Johnson |
It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive. |
The Motley Fool
September 30, 2010
Eric Dutram |
Thursday's ETF to Watch: S&P 500 SPDR (SPY) Two reports on the current state of the economy put this ETF in focus today. |
Investment Advisor
August 2005
Jeff Joseph |
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance. |
Financial Advisor
January 2007
Joel Bruckenstein |
G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients. |
The Motley Fool
January 12, 2005 |
The Price-to-Sales Ratio When a firm has no earnings, you can still evaluate its price. |
Registered Rep.
September 2, 2011
Diana Britton |
The Risk On/Risk Off Behind Gold For months and even years, analysts have debated and speculated on whether gold is in a bubble and whether that bubble could be close to bursting. |
Registered Rep.
October 31, 2014
David Armstrong |
Editor's Letter: November 2014 Since the financial crisis, money has poured into liquid alts. Morningstar research shows some $300 billion net assets in alternative mutual funds, up from $50 billion in 2008. |
The Motley Fool
January 3, 2005 |
"Flow Ratio" Explained Understand the flow ratio and you'll better understand many companies. |
The Motley Fool
May 11, 2011
Esterhuizen & Sellitti |
Profit From Panic: Commodity Stocks That Options Traders Expect to Rebound Are these stocks ready for a rebound? |
