Chuck Carlson, CFA

• Style Points

  By Chuck Carlson, CFA  |  July 16, 2009

  Is it best to make sure your client's equity dollars are divided across most or all of the nine style boxes? Or should you be focused on finding the best fund managers for your clients, regardless of style box?

• ETFs Paying Dividends

  By Chuck Carlson, CFA  |  June 24, 2009

  Many of your clients don't just want dividends; they need them.

• The ETF Edge

  By Chuck Carlson, CFA  |  April 1, 2009

  Bear markets are bad for business. Portfolios decline, pinching fee income. Clients bail, putting further pressure on AUM and fees. And raising fresh assets is,...

• SKINNY-DIPPING

  By Chuck Carlson, CFA  |  January 1, 2009

  Warren Buffett says that "it's only when the tide goes out that you get to see who has been swimming with their trunks off." Well,...

• AT THE VANGUARD

  By Chuck Carlson, CFA  |  November 1, 2008

  I like Vanguard funds. I know it's a no-no for active managers--and I include myself in that group--to admit this. After all, Vanguard is the...

• Growing Pains

  By Chuck Carlson, CFA  |  September 1, 2008

  Investors love talking about their home runs, the stocks that go from $5 to $100, the "twentybaggers" to steal from Peter Lynch. Your clients are...

• But Will They Come?

  By Chuck Carlson, CFA  |  June 1, 2008

  Here's a bit of sobering news for the ETF industry. For the first quarter of 2008, only 27 new funds were introduced. That's only a...

• Picking Winners

  By Chuck Carlson, CFA  |  April 1, 2008

  To get an idea of how quickly the ETF market is growing, consider this: On average, one new exchange traded fund was launched every working...

• Hedge Fund Lite

  By Chuck Carlson, CFA  |  February 1, 2008

  C'mon, admit it. You'd love to charge hedge-fund-like fees with that magical "2-and-20" formula (2 percent management fee plus 20 percent of the profits) that...

• Bountiful Harvest

  By Chuck Carlson, CFA  |  December 1, 2007

  You've invested heavily in real estate investment trusts for your income-needy clients. And those investments, up to this year, have worked well. But 2007 has...