Chuck Carlson, CFA

• International Affairs

  By Chuck Carlson, CFA  |  October 1, 2007

  If you need any more evidence that U.S. investors have fallen in love with international investing, consider these two numbers: 8,520,000,000 and negative 3,030,000,000. That is...

• ETFs Get Bonded

  By Chuck Carlson, CFA  |  July 1, 2007

  Here's a news flash: Your clients are getting older! That certainly may be stating the obvious, but it's an obvious statement that has wide-ranging implications...

• Leveraged Tricks

  By Chuck Carlson, CFA  |  May 1, 2007

  Does this sound familiar? You have a prospect who has worked in the technology sector for 25 years. The equity portfolio she wants you to...

• Back to the Future

  By Chuck Carlson, CFA  |  March 1, 2007

  Consider the well-known "Super Bowl" indicator: Folk wisdom says that in years when the Super Bowl winner is a team from the original National Football...

• Scalpel or Hammer?

  By Chuck Carlson, CFA  |  December 1, 2006

  Indeed, the long-awaited (not to mention oft-predicted) shift to large-cap stocks appears to be taking hold. The Dow Jones Industrial Average, home to many megacap...

• The Weighting Game

  By Chuck Carlson, CFA  |  September 1, 2006

  I'm not talking about "weight" as in counting calories. I'm talking about understanding the difference between an ETF whose holdings are weighted based on market...

• My So-Called Index

  By Chuck Carlson, CFA  |  June 1, 2006

  To say that investors are smitten with exchange-traded funds would be an understatement. Indeed, assets in ETFs have surged more than 200 percent since 2002...