Investing in the New China Syndrome

December 6, 2012

CHICAGO, Dec 6 (Reuters) – One of the ways to globalize your
portfolio and to tap growth in emerging markets is to recognize
the new China Syndrome. The world’s most populous country is
becoming a primary buyer for resources and technologies for its
growing population.

Why you need to sidestep Apple stock in tech investing

December 3, 2012

CHICAGO, Dec 3 (Reuters) – It’s easy to believe in
technology stocks again.

After a dismal recession and sluggish recovery, the sector
is up 13.3 percent this year through Nov. 30, according to
Standard & Poor’s, slightly ahead of the broader S&P 500 Index.
Expect that run to continue, since gadget-buying will be strong
this holiday season and may continue into next year.

Four reasons dividends won’t fall off ‘fiscal cliff’

November 30, 2012

CHICAGO, Nov 30 (Reuters) – With a tax increase on dividends
and capital gains looming, high-dividend paying stocks may hold
up well – even if investment income rates climb on Jan. 1.

Nervous Nellies take safe road to capital preservation

November 26, 2012

CHICAGO, Nov 26 (Reuters) – Nervous Nellies can’t stand
losing money, so they typically hedge their portfolios with
investments seeking to preserve capital. With the fiscal cliff
looming, there are a lot more of these worriers out there who
are (temporarily) looking to put together worst-case scenario

Community loan funds mix charity with social capitalism

November 23, 2012

CHICAGO, November 23 (Reuters) – When you are deciding how
to allocate your charity dollars before the end of this year,
you might want to consider investing in a community development
financial institution (CDFI).

Wealth effect will drive retail stocks

November 19, 2012

CHICAGO (Reuters) – This holiday season may prove to be a bell-ringer for stores and producers of consumer goods and services, despite disappointing recent retail sales reports.

Picking satellites to revolve around your core

November 16, 2012

CHICAGO, Nov 16 (Reuters) – The “core and satellite”
strategy for portfolio management is an elegant and simple
approach that will not only help you diversify but allow you to
reduce your country and political risk.

Do a portfolio risk profile to prepare for fiscal cliff

November 12, 2012

CHICAGO (Reuters) – If the fiscal cliff triggers an economic slowdown, you need to prepare your portfolio by lowering its risk profile. Even if you think you’re prepared, it’s good to take a detailed look at what you own.

Hope for unloved U.S. financial services stocks

November 9, 2012

CHICAGO, Nov 9 (Reuters) – U.S. financial services stocks
may be the most unloved sector in recent memory, but they may
end up prospering in the coming year.

Running the numbers on your college education ROI

November 5, 2012

CHICAGO, Nov 5 (Reuters) – Despite the sourness of the
recent job market, a college degree is still a good investment.
But picking your major is akin to assembling the right portfolio
— you have to be selective to maximize your returns.