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Managing Retirement Income: Part III

By Jack Gardner - Wednesday, 17 March 2010
An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

'Build America Bonds' A Big Win For Wall Street

Thursday, 11 March 2010
Wall Street firms have received fees exceeding $1 billion in less than a year selling "Build America Bonds" meant to spur jobs in struggling cities.

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The Dollar Thrives As The Un-Euro

By Evan Simonoff - Wednesday, 10 March 2010
Since this decade has commenced a few short months ago, the U.S. dollar has defied conventional wisdom and appreciated fairly dramatically. Suddenly, it’s the un-Euro, according to Loomis Sayles global fixed-income guru Dave Rolley.

Bond ETFs Have Hidden Risks

Monday, 01 March 2010
Investors seeking safety have been pouring cash into bond funds—but, when it comes to exchange-traded funds, they run the risk of limiting their gains or magnifying their losses.

The Age Of Living Lean

By Evan Simonoff, March 2010 issue
Loomis Sayles’ Dan Fuss sees a soft recovery in which quality businesses gain at the expense of the rest.

Frustrated Investors Move From Big Banks

Thursday, 25 February 2010
Investors—many with the blessings of their financial advisors—have shifted their assets from the Wall Street financial institutions to the little guys on Main Street.

A New Plan

Thursday, 25 February 2010
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

TIPS May Disappoint Investors

Tuesday, 16 February 2010
While investors flock to Treasury Inflation-Protected Securities as an inflation cushion, some bond experts warn that they may not act as investors expect.

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.

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.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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