Market Timing: Fool’s Errand or Prudent Strategy?
Market Timing: Fool’s Errand or Prudent Strategy?
Aug 01, 2009
Tactical asset allocation—sometimes referred to by the more maligned term, market timing—can lower portfolio volatility, limit dramatic losses and improve gains in otherwise fickle bear markets, all things that can help advisors keep...
Ten to Watch: Frank Sortino
Ten to Watch: Frank Sortino
Aug 01, 2009
The Professor
Banking on Insurance
Banking on Insurance
Aug 01, 2009
Large banks get more income from insurance business in 2008
Morgan Keegan “Surprised and Disappointed” By SEC’s Auction Rate Securities Allegations
Jul 22, 2009
The SEC yesterday charged Nashville-based broker/dealer Morgan Keegan for misleading thousands of investors about the risks of auction rate securities (ARS). Further, the SEC alleges that the firm pushed illiquid auction rate securities on...
SEC Hits Morgan Keegan With Wells Notice
Jul 15, 2009
Morgan Keegan & Co., a unit of Regions Financial, Morgan Asset Management and three employees each received a “Wells” notice from the SEC, the company stated in a Form 8-K filed by Regions on July 9.
Charities in Distress
Jul 01, 2009
In times of economic hardship, non-profit organizations confront issues that are unique to their status.
Got Stretch-Out?
Jul 01, 2009
When a trust is to be the recipient of retirement plan assets and you want it to benefit from stretch-out, you're going to need to qualify that trust as a “see-through trust.”
Baltic Dry Index Flying Again
Baltic Dry Index Flying Again
Jul 01, 2009
After collapsing 94 percent from its peak in June 2008, the Baltic Dry Index, which measures global daily prices for shipping raw materials, is up 427 percent year-to-date (through June 22). It still needs to climb another 189 percent in order to...
Editor's Letter: Fat Tails and MPT Hecklers
Jul 01, 2009
The central tenet of Modern Portfolio Theory is that diversification should maximize your portfolio's return at any given level of risk tolerance. Or, as David Swensen, the chief investment officer of Yale's endowment, puts it: Forget about...
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