Investors should take a cautious approach to the equity markets at this point in the stock market rally, according to Tim Knepp, chief investment officer of Genworth Financial Asset Management.
Financial advisers need to craft and embrace a set of ethical standards for their firms as a way to build a franchise and reduce risk, according to Laura Hartman, professor of business ethics in DePaul University's College of Commerce.
Last year's $226 billion worth of net outflows from mutual funds reflects a larger trend in investor behavior, according to a new research report.
With Congress advancing its controversial 1,900-page health care reform legislation, Wall Street has pushed health care sector stocks into value territory, according to Tyler Dann, co-manager of the $4.8 billion Aim Charter Fund (CHTRX).
A focus on market volatility has become a driving force behind the Direxion/Wilshire Dynamic Fund (DXDWX), according to portfolio manager Cleo Chang.
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.
A focus on market volatility has become a driving force behind the Direxion/Wilshire Dynamic Fund (DXDWX) <ahref=http://www.investmentnews.com/apps/pbcs.dll/section?q=dxdwx&INDA=1&crit=&SearchCategory=CHART%3BREG%3BFREE%3BSUB&SearchProfile=1119&x=21&y=8&symbol=&targetURL=http%3A%2F%2Fwww.investmentnews.com%2Fapps%2Fpbcs.dll%2Fsection%3Fcategory%3Dstocklookup&category=ETFLOOKUP&searchType=etf>DXDWX</a, according to portfolio manager Cleo Chang.
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.
Despite the 60% stock market rally since the March low, many consumers remain fixated on the immediate reality of unemployment, and that is preventing a lot of investors from participating in the rally, according to Kevin Mahn, chief investment officer with Hennion & Walsh Asset Management Inc.
While market watchers are delighted that the S&P 500 has climbed 62% from its March 9 low — and is up more than 20% for the year — many find the gains difficult to understand or explain.
