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Paul Menchaca

Paul was Digital Assistant Managing Editor at InvestmentNews from 2012 to 2013 when it was owned by Crain Communications. Connect with him on LinkedIn here.

Displaying 221 results

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Reasons to be bullish on J.P. Morgan, energy

Ed Cowart, portfolio co-manager of equity income and value strategies at Eagle Asset Management, the $19.5-billion asset management unit of Raymond James, offers up his thoughts on a few market sectors that are catching his eye.

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  • May 10, 2012

Talking elder care to clients: Suggestions, please

I just had a delightful conversation with a financial planner in Phoenix. He noted how the world of…

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Talking Points: How firms manage their staff

The following is excerpted from the webcast “Managing Staff Growth: When and How to Make the Next Hire,”…

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Talking Points: How firms decide their compensation

Representatives from three advisory firms sat down during a recent webcast to discuss how their compensation plans have been developed, and how they are evolving.

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  • May 8, 2012

Facing meager returns, is increased risk the answer?

The following is excerpted from a Q&A with the research team at Litman Gregory, and which appears in…

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A look at Litman Gregory’s balanced portfolio

The following is excerpted from commentary that appears in the April issue of No-Load Fund Analyst, published by…

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Analysis: Good news from corporations would be overshadowed by bad policy

The following is excerpted from the Q1 commentary letter by the Van Huzen Asset Management investment committee. To…

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SIFMA: Stance on fiduciary standard has been distorted

The following is excerpted from a piece written by Ira Hammerman, senior managing director and general counsel for…

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Greg Friedman answers five key questions about the RIA business

1. What three factors have the biggest influence on an advisory firm’s success? Consistency is always important, and…

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In the age of Apple and Google, Nasdaq looks beyond tech stocks

On the day Apple further flexed its earnings muscle, Nasdaq wanted to remind investors that it is more than just a benchmark for technology stocks.