May 01, 2010

There is a strong case for using top active funds. Some of the best large blend managers take less risk than the benchmark.

Playing it Safe With Annuities

May 01, 2010

Often criticized for their high fees and their complexities, annuities are drawing renewed interest from investors who want security in the wake of the recent financial collapse.

Marathon Value, a Top-Performing Fund, Breakfasts with Registered Rep.

Apr 28, 2010

During the rough markets of the past decade, Marathon Value Fund (MVFPX) the fund returned 6 percent annually during the ten years through April 13, outdoing 97 percent of its large blend competitors.

Low Cost Index Securities, Hedge Funds Poised For Boom

Apr 16, 2010

There are big changes ahead in investment products and channels, predicted Tiburon Strategic Advisors Managing Principal Charles “Chip” Roame on Wednesday at the Tiburon CEO Summit in New York City. Low-cost indexed securities will...

China Bulls Still Running Rampant

Apr 13, 2010

In recent months the chorus of skepticism regarding Chinese economic and stock market performance has reached a greater crescendo. But there are plenty of bulls left.

REITs, Goodbye or Good Buys?

Apr 09, 2010

I’ve been full of optimism when it comes to U.S. real estate investment trusts (REITs) --- and have been since December 2008. People called me crazy, but I was right. Here is my story.

After a Rollercoaster Year, Are TIPS Attractive?

Apr 05, 2010

Treasury Inflation-Protected Securities (TIPS). But for all the virtues of TIPS, they can be volatile creatures.