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Registered Rep.
October 1, 2012
Brad Zigler |
Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills.   |
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 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.
May 16, 2011
Brad Zigler |
Paying Too Much For Alpha? A "two-and-twenty" arrangement -- two percent annual management fee and 20 percent of new profits -- is commonly charged by the hedgies. Pretty expensive stuff, that alpha. |
Financial Planning
March 1, 2008
Jane Li |
What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more. |
Financial Advisor
September 2011
Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? |
Registered Rep.
August 16, 2010
Brad Zigler |
Commodity Funds or Commodity Exchange-traded Products? The tumult in the equities markets has forced a lot of investors and advisors to consider diversifying their portfolios with alternative asset classes. |
Registered Rep.
May 19, 2011
Brad Zigler |
Actively Managed ETFs: A Little-Known Niche Market Up until now, active management in the ETF space has been mostly a niche market. That may soon change as the big fund players try to reach alpha-seeking investors and advisors. |
Financial Planning
June 1, 2009
Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
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 Advisor
March 2006
Brad Zigler |
What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface. |
Registered Rep.
April 19, 2011
Brad Zigler |
The Error of ETP Ways Investors and their advisors are often surprised by the disparate results obtained from their exchange-traded note and fund allocations. |
Financial Planning
July 1, 2010
Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. |
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.
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. |
Financial Planning
February 1, 2007
David E. Adler |
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers. |
Investment Advisor
April 2010
Robert J. Lindner |
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. |
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. |
On Wall Street
December 1, 2012
Tom Roseen |
The Changing Complexity of Exchange-Traded Funds With the proliferation of exchange-traded funds, the products have become more complicated, suggesting possible pitfalls and tax consequences for the average investor. |
Financial Advisor
September 2011
Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
Financial Advisor
October 2011
Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
The Motley Fool
June 27, 2011
Michael Johnston |
Three ETFs I Wouldn't Feed to My Dog Here are three ETPs that the industry could do without. |
Registered Rep.
March 11, 2013
Diana Britton |
When ETFs Close While it's rare for an ETF to shut down, it does happen, a recent WealthManagement.com survey found. Here are some of the warning signs. |
The Motley Fool
November 20, 2006
Dan Caplinger |
It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple. |
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. |
Registered Rep.
April 22, 2013
Brad Zigler |
Time For A Deflation Hedge? A handful of funds promise protection against falling prices. |
On Wall Street
September 1, 2009
Tim Knepp |
Alternative Medicine: Separating Beta from Alpha Retirement portfolios have been subject to significant stress and this, combined with a daunting global economic outlook, has many investors considering alternative strategies in an effort to shore up their traditional investment allocations. |
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
July 30, 2007
John Rosevear |
When Twice as Much Isn't Twice as Good The goal of asset allocation is to spread your investments among different classes of assets to achieve better overall performance with less volatility. How can you tell if your funds are really diversified? |
The Motley Fool
November 11, 2005
Jim Mueller |
Beta: The Alpha and Omega to Risk Analysis? To many people, beta is the be-all and end-all of risk analysis. Here, the author explores how beta is determined and then discusses its limitations and what else you should consider when looking at a company for investment. |
Registered Rep.
January 4, 2010
Brad Zigler |
Is There a New Normal in Your Future? There was a time when applying the word "new" to a product was a surefire way to stimulate buying. Not so with economic theory. |
Registered Rep.
May 13, 2014
Brad Zigler |
Which Commodity ETPs Should You Buy? Since New Year's Day, domestic equities have been ceding ground to commodities -- a reversal of a two-year trend. |
Wall Street & Technology
May 15, 2006
Larry Tabb |
Strolling With My Alpha How does portable alpha impact the investment management business? This strategy turns portfolio managers into asset allocators. Instead of picking stocks, or companies, they pick inexpensive indices and choose expensive hedge funds. |
The Motley Fool
August 17, 2010
Jeremy Phillips |
Time to Short Neutral Tandem? Does this highly shorted stock deserve it? |
