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Financial Planning October 1, 2012 Craig L. Israelsen |
How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?  |
Financial Advisor September 2012 Maureen Nevin Duffy |
2012: Seeking Yield More investors are piling into muni bonds, but certain cities face intractable economic difficulties.  |
Financial Planning September 1, 2012 Craig L. Israelsen |
Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?  |
Registered Rep. August 31, 2012 Kevin McKinley |
Savings Bonds for Retirees Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.  |
Registered Rep. August 27, 2012 Stan Luxenberg |
Bill Gross' New Trick PIMCO's Total Return ETF has proven the skeptics wrong and outperformed the flagship fund that shares its strategy.  |
Financial Planning August 1, 2012 Ilana Polyak |
Focus on the Home Front When conditions are bad, sometimes it's best to stay home. That's largely how mutual fund investors felt about the second quarter. Bonds were the place where investors sought solace.  |
Financial Planning July 1, 2012 Scott Colyer |
Failed TIPS On the surface, TIPS would appear to protect investors, but there are inherent problems. For starters, if the securities are held in a taxable account, investors pay an ordinary tax rate on income they will not receive until maturity.  |
On Wall Street July 1, 2012 Jonathan Hemmerdinger |
MSRB Expands Label of Sophisticated Muni Bond Investor Broker-dealers will not have to make the same disclosures to wealthier, more sophisticated individual investors that they do to other investors under a revised Municipal Securities Rulemaking Board interpretative notice approved recently by the Securities and Exchange Commission.  |
HBS Working Knowledge June 13, 2012 Maggie Starvish |
HBS Cases: A Startup Takes On the Credit Ratings Giants Moody's, Fitch, and Standard & Poor's dominated the credit ratings industry for decades. Could the recession weaken their hold?  |
Financial Advisor June 2012 Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders.  |
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