Some are keeping their traditional policies for surprising reasons, but financial pros are keen on a combo plan with long-term care benefits.
Archives for July 2013
TOP OF HIS GAME
How has Loomis Sayles’ legendary bond fund manager, Dan Fuss, stayed at the top of his game and the top of “the” game for as long as he has? We asked him.
THE BIGGEST DIFFERENCE
Top ranked strategist-turned-money manager Richard Bernstein of Richard Bernstein Advisors tells us the biggest differences he’s found between his two professions.
STAY THE COURSE AND IF YOU MUST MAKE PORTFOLIO CHANGES TAKE INCREMENTAL STEPS…
Stay the course and if you must make portfolio changes take incremental steps… the markets might be choppy, others might be panicking, fleeing bonds for instance or piling into stocks, whatever they are doing en masse, don’t follow. Pros like Dan Fuss and Rich Bernstein have learned over time that going against the herd and […]
FAVORITE EMERGING MARKET
It’s not what you expect! Top-rated international economist Nancy Lazar and her team at their new macro-economics, policy and strategy firm, Cornerstone Macro call Middle America their favorite “EM.” Read about that concept, plus why they are “pretty positive” about the U.S. and concerned about China. It’s all in their latest report which they are […]
A NEW INVESTMENT ERA!
As 30-plus years of falling interest rates wind down, what are the new rules of investing? Loomis Sayles’ legendary bond fund manager Dan Fuss and top-ranked strategist, turned portfolio manager, Richard Bernstein provide their contrarian answers.
WATCH NOW…