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Fixed Income
 
Investors Target Former Lehman Brokers
Wednesday, 03 February 2010
Some former Lehman Brothers brokers are getting caught in the tide of arbitration cases involving principal-protected notes issued by their parent company.
 
Morningstar’s Fund Managers Of The Decade
Wednesday, 13 January 2010
Morningstar names the top fund managers in what was the worst decade ever for U.S. stocks.

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The First Step
By James Picerno, January 2010 issue
There are no easy answers for asset allocation, but at least there’s a practical starting point.
 
Receding From A Perfect Storm
By Eric Uhlfelder, January 2010 issue
Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds.
 
Advisor Emporium
January 2010 issue
Advisor Emporium
 
Companies Race To Tap Bond Market
Tuesday, 08 December 2009
BlackRock is among the asset managers planning to sell billions in corporate bonds before the end of the year, tapping investors' seemingly insatiable demand for new corporate debt.
 
Even After Crash, Many Seek Yield On Cash
Wednesday, 02 December 2009
With yields on money-market funds near zero, some investors are dabbling with riskier types of short-term investments--a move many swore they'd never repeat after 2008.
 
Frontline News
December 2009 issue
 
Morningstar Nominates Fund Managers Of Decade
Monday, 23 November 2009
Morningstar Inc. has announced its nominees for a new award—Morningstar Fund Manager of the Decade.
 
Cashing In On Cash Flow
By Michelle Knight, October 2009 issue
Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.
 
The Ripe Fruit Mellows
By Eric Rasmussen, October 2009 issue
Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy.
 
Lessons Learned
By Jeff Schlegel, September 2009 issue
What the market upheaval has taught advisors.
 
Has Active Or Passive Outperformed? It Depends
Wednesday, 26 August 2009
Standard & Poor’s indexes have outperformed actively managed funds for the five years ended June 30 based on equal-weighted averages, but it's a different story using asset-weighted averages.
 
ProShares Launches Short Treasury ETF
Friday, 21 August 2009
ProFunds Group has launched an ETF designed to provide short exposure to long-term U.S. treasury bonds.
 
Claim Says Merrill Overloaded Account With Preferreds
Wednesday, 19 August 2009
A couple has filed a claim against Merrill Lynch seeking $5 million in damages because they say their accounts were overloaded with preferred stock. 
 
Advisor Emporium
August 2009 issue
 
Signs Of Life
Monday, 03 August 2009
Optimism reigned throughout the second quarter as investor sentiment thawed and many began reallocating capital to alternative funds, according to a new report.
 
Playing It Safe
By Marla Brill, August 2009 issue
Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund.
 
Do Something!
By J. Michael Martin, July 2009 issue
If MPT and the stock market are hurting your business, here are some things you can do about it.
 
Advisor Emporium
July 2009 issue
 
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When the IRS Comes Auditing
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
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Ask The Right Questions
That’s when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.
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Managing Retirement Income
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.
Read more...
 
Retirement: It's Back To Basics For Many
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.
Read more...
 
A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

Read more...
 

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