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Workflow Designer – Workflow Designer is a professional tool for creating and mapping workflow procedure charts.  ...

Date: Wednesday, February 20, 2013 Topic: Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management Speaker: David John Marotta, President, Marotta Wealth Management Wealth Management is based on the principle that small changes can yield enormous gains over...

Date: Tuesday, February 19, 2013 and Wednesday, February 20, 2013 Topic: Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management Speaker: David John Marotta, President, Marotta Wealth Management Wealth Management is based on the principle that small changes...

Date: Saturday, February 16, 2013 Topic: How to Translate Market Inefficiencies Into Effective Investment Strategies Speaker: Mitch Zacks, Vice President & Senior Portfolio Manager, Zacks Investment Management, Inc. It is generally a given that there are no free lunches on...

Date: Saturday, February 16, 2013 Topic: Managing Portfolio Risk Using Asset Allocation Strategies Speaker: Bob Pugh, CFA, CFP, President, Founder, Insight Wealth Management, Inc. Investors should focus more on managing risk than on chasing return. This presentation will discuss...

Measuring Risk-Adjusted Performance With the Treynor Ratio Comparing risk-adjusted performance between securities with the beta-based Treynor ratio. The Top Mutual Fund Screening Services An in-depth looks at the best software and websites for screening the universe of mutual funds....

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Stock Superstars alert for the week ending 2/8/2013 updated. Read more »  ...

January was the market’s best start to a New Year since 1997. The S&P 500 realized a total return (price appreciation and dividend income) of 5.2%. Had many companies not paid their traditional first-quarter dividend payments in December, the return would have been even...

Optimism dropped for the second consecutive week, though still stayed above its historical average, in the latest AAII Sentiment Survey. Pessimism, meanwhile, rose to a five-week high. Bullish sentiment, expectations that stock prices will rise over the next six months, fell 5.3...