Lending Mess Just a Strain on Returns For Most Advisors 

Aug 17, 2007,

By John Churchill

Subprime loans, margin lending, hedge fund collapses—for a majority of advisors the storm is still outside their clients’ portfolios....

Attention Shoppers 

Feb 1, 2005,

By Chris O'Leary

Efforts to make corporate bonds more appealing to retail investors have reached a crossroads, and their ultimate success or failure now depends in large...

From Safe to Stagnant 

Dec 1, 2004,

By Mike Ruff

If there’s one thing to be learned from “all weather” investment strategies such as muni laddering, it’s this: there is such a thing as too conservative....

Challenging Assumptions 

Jul 1, 2004,

By Robin Penfold

It's repeated so often it has almost become a financial planner's mantra: Over 20 years, stocks always beat bonds. Look back on history, the refrain continues,...

Junk Is Not Bunk 

Jun 1, 2004,

By Steve Watkins

When the Federal Reserve signals an imminent rate rise, the news is traditionally greeted like a general alarm in the high-yield bond markets: Get out...

Fixed Income: How to Make the Depressed Dollar Work for You 

Jun 1, 2003,

By Eric Uhlfelder

Investments in non-dollar denominated assets are a nice hedge now....

Are Bond Funds Still Attractive? 

Jan 1, 2003,

By Stan Luxenberg

During the 1990's bull market, many dismissed bonds as plodding investment vehicles that only produced single-digit returns. But when hotshot stocks sputtered,...

Making the Grade 

Oct 1, 2002,

By Eric Uhlfelder

Think you're safe buying an investment grade bond for your client? Guess again. Rating downgrades are coming at a record pace. By increasing client asset...

A Bear Market for Bonds? Don't Bet On It 

May 1, 2002,

By Jeff T. Hussey

Abandoning bonds in favor of stocks might appear sensible — but risky....

Muni Bonds: Tax-Free But Not Risk Free 

Apr 1, 2002,

By Deirdre Fretz

There’s no guarantee the guarantors won’t flop....

Fixed Income: Where Have All the Good Bonds Gone? 

Mar 1, 2002,

By Robert G. Smith III

Focus on the process, not the products, to prove your worth as an advisor....

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A FALSE SENSE OF SECURITY

May 1, 2008

Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed...

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Featured Book

Wall Streets Bull and How to Bear It 

"There are two requirements for success in Wall Street. One, you have to think correctly; and secondly, you have to think independently." - Benjamin Graham. "Wall Street's Bull and How to Bear It" was written to encourage a strong commitment between investment advisors and their clients. The book identifies a unified set of core beliefs that advisors and their clients should share....

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