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Investment Advisor April 2008 McBride & Iyer-Ahrestani	At the Summit The Thornburg Value Equity team efficiently and effectively delivers targeted, institutional-quality money management to high-net-worth individuals.
Investment Advisor April 2010 Savita Iyer-Ahrestani	Clear Thinkers The 2010 SMA Managers of the Year display clarity in their alpha theses, consistently adding disciplined value on a risk-adjusted basis.
Investment Advisor April 2007 Kathleen M. McBride	Par Excellence 2007 Separately Managed Accounts Awards: Thornburg Investment Management Value Equity... TCW Investment Management Relative Value Large Cap... etc.
Investment Advisor April 1, 2011 John Sullivan	A Class Apart: The 2011 SMA Managers of the Year Extraordinary due diligence and a history of success set 2011's best SMA managers of the year apart from the crowd
Investment Advisor April 2006 Kathleen M. McBride	Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc.
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
On Wall Street November 1, 2008 J Gibson Watson	Opportunities Stirring in the Municipal Market For now, munis are trading at tight premiums to Treasuries -- but don't assume that means they are risk-free
Investment Advisor January 1, 2011 Ben Warwick	Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Financial Advisor February 2, 2009 Bruce W. Fraser	A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors.
The Motley Fool March 30, 2009 Liz Peek	Muni Manager Advises: Stay Rich With a worsening tax outlook, even stock jocks should pay attention to municipal bonds.
The Motley Fool April 9, 2007 Amanda B. Kish	Are "Excellent" Funds Foolish? Part 3 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Overseas winners... High-yield winners...
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Financial Advisor February 2009	Where We Stand A Morningstar analyst discusses some of the top-performing separately managed accounts over the last three years.
Investment Advisor October 2005 Kathleen M. McBride	Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
Financial Planning August 1, 2009 Donald Jay Korn	The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market.
Financial Advisor November 2009 Eric Uhlfelder	Searching For Strength Here's a look at nine foreign industry leaders whose stocks should prove profitable over the long term.
Financial Advisor October 2009 Eric Rasmussen	The Ripe Fruit Mellows Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy.
Financial Advisor March 2008 Sydney LeBlanc	Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night.
Financial Advisor May 2008 Marla Brill	Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career.
Financial Planning April 1, 2011 Ilana Polyak	Off to the Races The Harding Loevner Global fund's investment process aims to identify "thoroughbreds." These are defined as businesses with such strong long-term growth prospects that they leave all others in the dust.
Financial Planning April 1, 2005 Scholl & Baldt	Municipal Mindset Beating the municipal bond market requires the skills of a sleuth. Does your manager have what it takes?
Financial Advisor February 2, 2009 Alan Lavine	Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing.
Registered Rep. January 27, 2011 Stan Luxenberg	Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich.
Financial Advisor January 2011 Alan Lavine	Will Munis Deflate Again? The muni market has been volatile, with governments facing steep revenue declines and fears of higher interest rates.
Financial Advisor February 2012 Marla Brill	Muni Bond ETFs Join The Charge For Yields Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs.
Financial Advisor December 2009 Eric Uhlfelder	Receding From A Perfect Storm Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds.
Financial Advisor October 2004 Alan Lavine	Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector?
Financial Planning November 1, 2005 Al Zdenek	Stalking the Right SMA Manager For financial advisers, conducting due diligence on managed account managers, the process is more akin to researching hedge funds than mutual funds.
Registered Rep. April 1, 2006 Stan Luxenberg	Forecasting for Dollars For many investors, the typical bond-fund manager's cautious approach is fine. But some clients may prefer one of the few funds that still aims to stand far out from the pack. These active managers use a variety of tools.
Financial Advisor March 2007 Alan Lavine	Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along.
Entrepreneur September 2004 Dian Vujovich	Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.
Financial Planning October 2, 2007	New Products Alternatives: PowerShares Capital Management has launched two municipal bod ETFs... Insurance: Mass Mutual Life Insurance Co. has introduced Whole Life Legacy 100... etc.
Financial Planning February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
Financial Advisor January 2006 Sydney LeBlanc	Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit.
Financial Advisor July 2004 Gail Liberman	Muni Bond Funds Vs. Individual Bonds A new study says the funds are cheaper if you actively trade.
The Motley Fool April 9, 2007 Amanda B. Kish	Are "Excellent" Funds Foolish? Part 2 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Mid-cap growth... Two good small-cap picks...
Investment Advisor April 1, 2009 James J. Green	How We Chose the Winners This is the fifth year that Investment Advisor and Prima Capital have selected the best separate accounts
Financial Advisor June 2012 Michelle Knight	Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders.
Investment Advisor November 2007 Palash R. Ghosh	Mid-Sized, Sturdy, and Speedy One of the best performing funds in the mid-cap sector is Janus Orion Fund, which invests in a small number of companies chosen for their upside potential.
Investment Advisor May 2007	Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again.
The Motley Fool March 23, 2009 Chris Jones	Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes.
Registered Rep. July 1, 2005 Stan Luxenberg	A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names.
Financial Advisor March 2008 Marla Brill	Managing The Municipal Malaise With bond insurer ratings on the brink and hedge funds fresh off a selling spree, the normally staid municipal bond market has taken on a more volatile profile over the last few months.
Registered Rep. November 24, 2010 Diana Britton	Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say.
Financial Planning May 1, 2011 Chris Shayne	Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product.
Financial Planning January 1, 2009 Daniel J. Pederson	The Year of the Tortoise As the capital markets falter, savings bonds, the tortoises of the investment world, are leaving the haggard hares of stocks and corporate bonds panting by the roadside.
Financial Planning May 1, 2006 Stuart Bromberg	The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax.
The Motley Fool May 20, 2010 Amanda B. Kish	This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them.