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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 March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
Investment Advisor February 2007	Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.
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 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.
On Wall Street March 1, 2012 Tom Roseen	Recent Losses Continue to Haunt Equity Investors Over the last 87 years the number of years of equity outperformance (63) handily beat the number of years of underperformance (24). Armed with this knowledge, we shouldn't let the fear of loss alone drive our investment decisions.
On Wall Street September 1, 2008 Judith Schoolman	Five Questions with Joe Kenney The chief executive of JPMorgan Private Client Services shares the key to making money for investors in the current market.
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?
Entrepreneur June 2009 Rosalind Resnick	A New Perspecitive on Bonds Why bonds are a safe investment and potentially tax-free income.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Investment Advisor November 17, 2010 Baer & Baer	Strengthen Portfolios and Client Confidence Through Open Architecture The past two years have been a lesson in wealth preservation
On Wall Street October 1, 2011 Tom Roseen	The Global "Go Anywhere" Funds Investors have not given up on equity funds entirely, generally injecting net new money primarily into world equity funds, mixed-asset funds, and select commodity funds.
BusinessWeek August 15, 2005	Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.
Investment Advisor April 2007 Jeff Joseph	High-End Investors Don't Fear Hedge Fund Blow-ups The large losses of the Amaranth Advisors hedge fund last September and other similar highly-publicized failures are unlikely to deter hedge fund investing by those rich individuals who manage their own portfolios, judging from a survey of the participants in a high-end investors' club.
Financial Planning March 1, 2010 Craig L. Israelsen	A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.
Financial Advisor May 2009 David J. Drucker	Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?
The Motley Fool April 3, 2007 Zoe Van Schyndel	Home on the Exchange The ETF BGI's iShares Lehman MBS Fixed-Rate Bond Fund, featuring mortgage-back securities, gives investors fixed income with a better yield.
The Motley Fool March 19, 2010 Robert Brokamp	Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds?
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
On Wall Street March 1, 2011 Jerry Webman	The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do.
Investment Advisor May 2010 Huxley & Burns	Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity.
The Motley Fool December 19, 2006 Dan Caplinger	The Scoop on Savings Bonds: Part 2 A closer look at why bonds aren't as attractive as they used to be.
Financial Advisor October 2006 Larry Fowler	Beyond Asset Allocation Volatility and the timing of cash flows make a bigger difference on long-term returns. Behavior has a far greater impact on successful financial planning than techniques such as asset allocation. Advisors, take note.
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?
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
Financial Planning July 1, 2007 Gene Fama Jr.	Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income.
Registered Rep. March 26, 2013 Stan Luxenberg	The Passive Letdown Passive funds have lagged active managers in a variety of fixed income categories, including intermediate-term bonds, high yield, and preferred shares. Can passive funds turn around and move to the front of the pack in coming years?
Financial Planning March 1, 2008 Jason Brady	A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach?
Financial Planning January 1, 2005	Mutual Fund Monitor Should you invest in bond funds or individual bonds?
Registered Rep. March 1, 2008	The Fever for Structured Products Structured products, which are gaining popularity in the U.S., combine financial instruments, typically bonds and derivatives, into a package that allows investors to bet on the direction of stocks, bonds and other investments.
Financial Planning September 1, 2012 Craig L. Israelsen	Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?
The Motley Fool October 22, 2010 Amanda B. Kish	Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass.
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
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.
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
Investment Advisor June 2010 Bob Clark	Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.
On Wall Street October 1, 2010 Neil O'Hara	Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds.
The Motley Fool April 20, 2011 Eric Dutram	Comparing Three Diversified Portfolio ETFs Keep your portfolio diversified!
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
Financial Planning January 1, 2006 Marshall Eckblad	Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results.
Financial Advisor October 2011 Michelle Knight	Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks.
The Motley Fool June 15, 2006 Stephen D. Simpson	Bear Stearns Not in Hibernation Surprising strength in the fixed income business powered a strong quarter. However, investors may want to look elsewhere for a bargain.
Financial Advisor December 2011 Somnath Basu	The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility.
Financial Planning March 1, 2013 Craig L. Israelsen	Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance.
Registered Rep. September 30, 2011 Diana Britton	When Investing in Hedge Funds, Don't Aim For Home Runs Hedge funds and other alternative strategies can provide a reasonable rate of return and lower or negative correlations to stocks and bonds, but they can also carry greater risk.