Ultra-Wealthy Seeking New Investment Approaches: IMCA Conference

Nov 08, 2010

Ultra-high net worth clients are “re-thinking their investment approach” and turning away from traditional asset allocation strategies and modern portfolio theory, according to Kristi Kuechler, president of the Institute for Private...

Number One Small-Cap Growth Still Finding Growth

Nov 05, 2010

Companies have had trouble increasing sales. Janus Triton Fund, number one in its class, is finding small-cap companies showing sales growth.

Investors Sitting on the Sidelines, Scared, Study Shows

Nov 04, 2010

The Dow closed at its highest level since Lehman went broke in 2008. Retail clients, of course, missed out and continue to be scared..

Decision 2010: Gridlock Is Good For Markets

Nov 03, 2010

If you believe in the “politicians-are-idiots” theory, you’ll love gridlock. After all, the economy and stocks tend to do better under divided government.

ILITs and the GST Tax: How Do We Fund Premiums in 2010?

Nov 01, 2010

The estate and generation-skipping transfer (GST) tax will reappear in 2011. For some insureds and the trustees of their irrevocable life insurance trusts (ILITs), the reinstatement of the estate and GST tax laws in 2011 should have little impact...