RETIREMENT PLANNING

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Raw Land, Good Earth

by Jeff Schlegel

Some companies are now tapping investment advisory clients to invest in raw land.

Cashing In On Cash Flow

by Michelle Knight

Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.

Morningstar Invests In Database Firm

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Morningstar is investing in a research firm that will help it provide information about private equity firms and funds to its institutional clients.

BGI Introduces Donor-Advised Fund

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Barclays Global Investors today launched a donor-advised fund that allows clients to invest their charitable contributions in at least 25 iShares ETFs.

Selling Sustainability

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In London, about 50% of the clean water leaks away because the infrastructure is so old. The cost of digging up all of the old pipes and replacing them would be astronomical...

Liz Ann Sonders Meets The Sad News Bears

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Speaking at this year's Schwab Impact conference, Schwab's chief market strategist Liz Ann Sonders painted a surprisingly upbeat picture of the economic recovery...

Wednesday Deadline Approaching For Foreign Accounts

by Seth J. Entin

People who haven't reported ownership of foreign accounts by September 23 may face jail time and fines.

Recession Takes Toll On College Savings

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Parents of high school children say the amount of their kids'  total college education costs that they can cover has dropped nearly 27% from last year, according to a Fidelity Investments survey.

S&P Unveils New Mutual Funds Rating System

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Standard & Poor's on Monday will roll out an updated rating system to analyze mutual funds that it says will rely less on the rearview mirror approach on more on the here-and-now.

The World On Sale

by Marla Brill

Artisan International Value Fund manager N. David Samra likes inexpensive companies with an edge.

Lessons Learned

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What the market upheaval has taught advisors.

Integrity Lost

by Mitch Anthony

Philosopher and author Jacob Needleman says we need to rethink our attitudes about money and what really makes us happy.

Economic Justice

by James Picerno

The details of how the business cycle affects the equity risk premium are emerging ... slowly.

How Liquid Are Client Mutual Funds?

by Gail Liberman

It depends on how many illiquid securities they hold-and some may have more than you realize.

Hedging Your Bets With Gold

by Alan Lavine

It's seen as a defensive play by some, a long-term diversification strategy by others.

A Small Risk

by Raymond Fazzi

Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios.

Still On Track?

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A report published last October by a leader in the responsible investing field predicted RI will grow by 25% a year over the next few years and become mainstream by 2015...

Has Active Or Passive Outperformed? It Depends

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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.

Testosterone May Affect Financial Risk Aversion

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Do gender and testosterone make a difference in financial risk aversion?  New research from Northwestern University and the University of Chicago suggests that they do.

Consumer Confidence Numbers Improve

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The Conference Board reported today that consumer confidence appears to be on the upswing, although earnings continue to be a big concern.

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