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Registered Rep.
March 24, 2015
Brad Zigler |
Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money.   |
Registered Rep.
March 2, 2015
Swedroe & Berkin |
The Incredible Shrinking Alpha The research shows that on a gross-return basis, active fund managers are able to generate alpha, exploiting the bad behavior of individual investors. |
Registered Rep.
March 2, 2015
John F. Wasik |
How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight. |
Registered Rep.
February 24, 2015
Brad Zigler |
Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy. |
Registered Rep.
February 3, 2015
Brad Zigler |
Where Is The Hedge? Only one alternative class beat the S&P 500 Index in 2014. Of course, alternatives, or "alts," aren't meant to replace core holdings, only to augment them. |
Registered Rep.
January 26, 2015
Diana Britton |
The New Reality in Donor-Advised Funds They let philanthropically minded donors give appreciated assets (like stocks) to charities without the value being reduced by capital gains taxes, while still claiming a charitable tax deduction. |
Registered Rep.
December 23, 2014
Brad Zigler |
The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days. |
Registered Rep.
December 2, 2014 |
Energy Boom Fuels MLP Growth Investing in Master Limited Partnerships might require a little more homework than it did a decade ago, but that doesn't change the appeal of this tax-advantaged asset class. |
Registered Rep.
November 25, 2014
Brad Zigler |
Are Real Estate ETF Yields Still a Bargain? Among exchange traded funds that invest in real estate investment trusts, those employing leverage have zoomed to the upside. |
Registered Rep.
November 6, 2014
David Armstrong |
Drowning in Liquid Alts Liquid alternative funds, which seek to replicate hedge fund strategies in registered mutual fund structures, should play a substantial role in most client portfolios. |
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