James Dailey

• 

  Investment Picks and Pans From 7 Portfolio Managers

  By Joyce Hanson, AdvisorOne  |  December 13, 2011

  As the year comes to a close, portfolio managers are positioning assets with a forward look to 2012—and considering the state of the global economy, they’ve got an upward climb ahead.

• 

  Advisor Confidence Falls to Lowest in a Year as Consumer Fears of Recession Grow

  By Janet Levaux, AdvisorOne  |  August 30, 2011

  Many independent RIAs have been moving clients to cash, though they remain somewhat upbeat on the markets.

• 

  Euro Still in Trouble, Ireland May Even Default, Says TEAM’s Dailey

  By James J. Green, AdvisorOne  |  November 29, 2010

  James Dailey, CIO of TEAM Financial Managers in Harrisburg, Pa., said his opinion on the dire outlook for the euro and the European Union itself hasn't changed a whit despite the recent developments in Europe.

• 

  GDP and the Euro, Housing and Retail Sales—and Tryptophan: Advisor Briefing for the Week of Nov. 22, 2010

  By James J. Green, AdvisorOne  |  November 22, 2010

  In a Thanksgiving holiday-shortened week, some economic reports have been moved up on the schedule, but in addition to closely watching retail sales on Black Friday, the markets will digest reports on third-quarter GDP and a host of measures of housing's health.

• 

  A European QE? Why the Euro, and Maybe the EU Itself, Is in Danger

  By James J. Green, AdvisorOne  |  November 17, 2010

  James Dailey says the current troubles with Greek and Irish sovereign debt mark "the end of Bretton Woods II," and he suspects that the European Central Bank, "with the Chinese and the Fed, will do a version of quantitative easing to bail out the banking sector in Europe."

• A European QE? Why the Euro, and Maybe the EU Itself, Is in Danger

  By Staff Writer  |  November 17, 2010

  James Dailey says the current troubles with Greek and Irish sovereign debt mark "the end of Bretton Woods II," and he suspects that the European Central Bank, "with the Chinese and the Fed, will do a version of quantitative easing to bail out the banking sector in Europe."

• A European QE? Why the Euro, and Maybe the EU Itself, Is in Danger

  By James J. Green, AdvisorOne  |  November 17, 2010

  . Looking at the long-term trends, says James Dailey, the current troubles with Greek and Irish sovereign debt mark "the end of Bretton Woods...

• Small Is Beautiful

  By Maya Ivanova  |  November 1, 2007

  "Bigger is better." It's hard not to buy into it. These days it seems we're conditioned to want the bigger house with the bigger yard...

• Gauging Your Clients' Health

  By Maya Ivanova  |  February 10, 2005

  In our December column ("The Value of Client Education"), we discussed the importance of knowing your clients and understanding their needs. This month, we reiterate this important message with a focus on an issue that could have major consequences for clients: rising healthcare costs.