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Financial Planning
June 1, 2013
Donald Jay Korn |
Investing Strategy: Individual Premium Bonds Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients.   |
Financial Planning
May 1, 2013
Laton McCartney |
Core ETFs Dominate Fund Flows For ETF investors, a focus on the broad, diversified asset classes has been paying off. |
Financial Planning
May 1, 2013
Ilana Polyak |
Picking Baron Real Estate's Hot Properties Perfect timing helped Baron Real Estate s Jeff Kolitch launch the fund with a bang. The next steps are trickier. |
Registered Rep.
April 22, 2013
Stan Luxenberg |
The Upside to Doing Good Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors -- with no interest in SRI -- are starting to notice. |
Registered Rep.
April 22, 2013
Brad Zigler |
Time For A Deflation Hedge? A handful of funds promise protection against falling prices. |
Registered Rep.
April 3, 2013
Diana Britton |
The Big Bet on Rising Rates Some managers are rolling out long/short bond funds meant to hedge against rising interest rates. But the success of their strategy rests on a market call, and no one can predict when rates will rise. |
Registered Rep.
March 26, 2013
Stan Luxenberg |
The Passive Letdown Passive funds have lagged active managers in a variety of fixed income categories, including intermediate-term bonds, high yield, and preferred shares. Can passive funds turn around and move to the front of the pack in coming years? |
Registered Rep.
March 11, 2013
Diana Britton |
When ETFs Close While it's rare for an ETF to shut down, it does happen, a recent WealthManagement.com survey found. Here are some of the warning signs. |
Financial Planning
April 1, 2013
Ilana Polyak |
Investing the Islamic Way Adhering to Shariah principles, Amana Growth is also attractive to many non-Muslims. |
On Wall Street
April 1, 2013
Jeff Tjornehoj |
Market Conditions Could Push Investors to Unconstrained Bond Funds Unconstrained bond funds may see renewed interest this year, but at what risk? |
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