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Registered Rep.
October 31, 2014
David Armstrong |
Editor's Letter: November 2014 Since the financial crisis, money has poured into liquid alts. Morningstar research shows some $300 billion net assets in alternative mutual funds, up from $50 billion in 2008.   |
Registered Rep.
October 28, 2014
Brad Zigler |
Time To Hedge Your Bond Bets? Fixed-income investors should think about hedging their bond exposures, especially if principal preservation is a primary investment objective. |
Registered Rep.
October 27, 2014
Debbie Carlson |
NextGen Bond Managers Another generation of younger bond fund managers is coming up in the ranks who are quietly turning in solid results without the hype. |
Registered Rep.
October 17, 2014
Kevin McKinley |
Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in. |
Registered Rep.
September 30, 2014
Debbie Carlson |
Investing in a Rising Dollar After a weak start to 2014, the U.S. dollar has muscled its way higher this summer and the long-term gains may not be over. |
Registered Rep.
September 30, 2014 |
Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013. |
Registered Rep.
September 22, 2014
Brad Zigler |
Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity? |
Registered Rep.
September 17, 2014
Kevin McKinley |
The Tax Advantages of Donor-Advised Funds Developing a long-term approach for the right clients now can prevent a lot of subsequent year-end scrambling and save a sizable amount of taxes. |
Registered Rep.
September 12, 2014
Mark Miller |
Is Active Management Dying? Is it time to declare "game over" in the contest between active and passive fund management? |
Registered Rep.
August 26, 2014
Brad Zigler |
What's An Asset Allocation ETF Really Worth? There are now 40 exchange traded products in the asset allocation category -- most of which are young with short track records |
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