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Registered Rep. April 19, 2011 Alan Lavine	Life Insurance As an Asset Class When you design a portfolio by market capitalization and investment style, do you consider the cash value and death benefits of your client's life insurance policy in the mix?
Financial Advisor April 2008 Mary Rowland	The Right Blend Financial planners should be very interested in what is going on in the life insurance industry, and how it might impact their own fiduciary responsibility if they are just handing off clients to a life insurance agent.
Financial Advisor January 2009 Mary Rowland	Getting The Most From No-Lapse Coverage No-lapse universal life keeps growing, but few understand these policies.
Financial Advisor October 2007 Mary Rowland	It's A Start Insurance companies are beginning to give fee-only advisors, and their clients, the kind of lower-cost policies they've long sought.
Financial Planning June 1, 2010 David E. Adler	Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think.
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
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
Financial Planning February 1, 2010 Donald Jay Korn	Individual Issues With savvy strategies and new research, planners can use individual municipal bonds to provide low-risk, predictable cash flow to clients.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
Financial Advisor July 2008 Alan Lavine	On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again.
Financial Planning August 1, 2010 Scott Schutte	Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
Financial Planning October 1, 2009 Craig L. Israelsen	An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.
Financial Planning February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
Financial Planning March 1, 2006 Marshall Eckblad	White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio.
The Motley Fool October 11, 2006 Dan Caplinger	Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 1 One of the first things that any beginning investor learns about is the strategy of asset allocation. Here's a guide to the quirks of more aggressive investment accounts.
Financial Planning May 1, 2007 David Adler	High Net Worth: Fixing Fixed Income Financial advisors and their clients may be neglecting the fixed-income portion of their portfolios and making suboptimal choices -- even when the overall bond allocation is appropriate.
Financial Advisor June 2004 Raymond Fazzi	When VUL Lapses One of the problems the bear market left in its wake is a rash of variable universal life policies that are underfunded.
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 June 1, 2006 Len Reinhart	Bonds for Boomers There are significant differences between the traditional approach to bond investing and the approach that will best serve the needs of today's high-net-worth retirees. Here's an overview for financial advisers on bonds for this group.
The Motley Fool May 24, 2010 Amanda B. Kish	How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio.
The Motley Fool October 29, 2004 Dayana Yochim	Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Financial Planning July 1, 2010 Donald Jay Korn	Handle With Care What could go wrong in the muni market? There are many possibilities. Spreads could widen, interest rates could increase or an upgrade in bond ratings could leave investors paying more for their munis.
Financial Planning June 1, 2010 Donald B. Trone	Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital.
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 September 2012 Maureen Nevin Duffy	2012: Seeking Yield More investors are piling into muni bonds, but certain cities face intractable economic difficulties.
Financial Advisor January 2007 Marla Brill	Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features.
Financial Advisor June 2010 Michelle Knight	Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?
Registered Rep. July 1, 2011 Jerry Gleeson	Selling Alpha? BAD MOVE. Talon Asset Management announces it is selling about two-thirds of its business to global investment manager BNY Mellon.
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 December 2009 James Picerno	The First Step There are no easy answers for asset allocation, but at least there's a practical starting point.
On Wall Street September 1, 2009 James MacPherson	Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future?
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.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
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.
The Motley Fool October 22, 2009 Selena Maranjian	Should You Have Been in Bonds? When stocks are hurting, bonds look really attractive. But that doesn't mean you should dump your whole stock portfolio and run to their fixed income embrace at the first sign of trouble.
Financial Advisor May 2011 Bruce W. Fraser	Will Muni Bond Funds Make Us Smile Again? Many advisors think the criticism and fear of the municipal bond market is overblown.
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 February 15, 2011 Dan Caplinger	Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart.
On Wall Street July 1, 2009 Tim Knepp	High Yield Bonds: Complex Risks And Opportunities This asset class arguably carries more varied risks, and potential opportunity, than any other publicly-traded fixed income or equity category.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
Registered Rep. October 19, 2010 Alan Lavine	How To Manage Life Insurance Death Benefit Payments Tread carefully when you help clients decide what to do with their life insurance proceeds after a loved one dies.
The Motley Fool March 25, 2004	Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Financial Advisor June 2008 Bruce W. Fraser	No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments.