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BlogsThe Product Guru
What's the Best Sector for Investors Right Now?
Lee Conrad
Lots of strong returns, but many investors are in the wrong place at the wrong time.
April 7, 2011Are All These Retirement Products Necessary?
Lee Conrad
There are more choices than ever, but are these new products largely unnecessary?
March 31, 2011Volatility Brings New Options For Investing—And New Challenges For Advisors
Lee Conrad
Diversification is the best way to hedge against volatility, but now there are more ways to invest in volatility itself.
March 24, 2011New Wave of Fixed-Income ETFs Brings Fresh Possibilities for Clients
Lee Conrad
Nearly every day, I get a notice touting the launch of some new ETF. And at this point, most of them represent some fringe aspect of the investment world. Small-cap stocks from one certain country in the Middle East, say, or a fund from Africa that deals with water infrastructure. Sometimes, they are sliced so thinly that there are just a handful of companies in the underlying index. Useful perhaps, but probably only for a…
March 17, 2011New Research Tool Helps Refine Stock Valuation
Lee Conrad
Even if you outsource stock picking, or buy only mutual funds, somebody somewhere has to select stocks.
March 4, 2011Simplify with ETFs, But First Know What Clients Want
Lee Conrad
I’m all for the notion of having options, but if you look at just the ETF universe there are more than 1,000 on offer
February 24, 2011With Hefty Demands for Retirement, Are Advisors Filling the Need?
Lee Conrad
Planning for retirement isn’t just about hitting the “magic number.”
February 17, 2011M&A Funds Have More to Choose From in 2011
Lee Conrad
Last year saw a 22% increase in M&A worldwide, and another 36% increase is expected this year, according to Thomson Reuters.
February 10, 2011Are Soaring Stocks a Cause for Concern?
Lee Conrad
The herd is moving in one direction again, and I’m getting offers from experts to talk about the joyous event.
January 27, 2011What’s Pushing Global Stocks Higher?
Lee Conrad
Stock markets around the world are on the rise and investor sentiment is, not surprisingly, riding along.
January 20, 2011Golden Years or Fool’s Gold?
Lee Conrad
A new survey concludes that nearly half of boomers have no financial plans in place in case they live longer than expected.
January 6, 2011Investors (Finally) Worried
Lee Conrad
Many advisors have remained bullish over the past two years, telling investors to put money to work in this hot market.
December 23, 2010Market Rises, Confidence Rises, Financial Literacy Plummets
Lee Conrad
Who exactly is feeling so confident about the markets? Are they the same people who aren’t saving anything and failed a (very easy) financial literacy test?
December 16, 2010A Mixed Bag of Investor Confidence
Lee Conrad
How are market conditions? Where are things headed? It all depends on who you listen to and whose surveys you trust.
November 18, 2010Advisors Optimistic, but Clients Haven’t Learned Much
Lee Conrad
A couple of interesting surveys were released this week—and when mixed with some anecdotal evidence, they offer advisors some food for thought.
November 11, 2010
Discussion of the Week: 
