Herb Morgan is president and chief investment officer of Efficient Market Advisors, LLC, an ETF separate account manger serving financial advisers and their clients.

FORBES: Magazine Article

While the existence of indexed securities does reduce the potency of the financial market transmission channels, these instruments meet a real investment need and can be easily duplicated through interest rates swaps.

FORBES: Brazil Lowers Interest Rates, But Risks Remain

Risks to our thesis include financial market weakness, an inability to meet relevant investment benchmarks, redemption risk and lower-than-expected performance fees.

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Mr. Meister contributes the type of experience and qualifications the Board seeks to maintain, primarily through his significant financial expertise in the high-tech market with experience as founder and managing partner of investment management firm and as a senior executive of a diversified holding company and investment companies overseeing the investment and management of a variety of companies, including high-tech companies.

FORBES: After Quitting on Icahn, why is Keith Meister still on the Motorola Mobility Board?

Investors would do well to set aside these simplistic asset allocation questionnaires and canned computer programs used by advisors and replace them with some serious soul searching about their true financial needs, as well as reviewing their investment behavior during strong bull and bear market.

FORBES: Is Cosmo Directing Your Portfolio?

As it stands, Mr Geithner's Public-Private Investment Programme looks like an ungainly political and financial fudge and far from the market solution the government claims it is (see article).

ECONOMIST: Saving America's banks

"Stuyvesant was not necessarily a reflection of the bad real estate market, but rather over-ambitious assumptions, lack of risk controls and poor contingency planning, " explains Burt White, managing director of research and chief investment officer of LPL Financial, further asserting that the bottom dropped out of the market months ago.

FORBES: Magazine Article