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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 Advisor January 2009 Michael Sankari	Another Way To Income Structured products can provide diversification for clients. They have their own risks, however.
Financial Advisor June 2006 Bruce W. Fraser	A Hybrid Approach Structured products can round out a portfolio, but they are complicated and potentially risky. Just what are structured products and how do they work? What role, if any, could they play in your clients' portfolios?
Investment Advisor June 2007 Susan L. Hirshman	Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes.
Financial Planning August 1, 2011 John F. Wasik	The Hedging Game Structured products are among the most difficult product areas for new clients to understand.
Financial Planning October 2, 2007 Elizabeth O'Brien	5 Questions Tom Ricketts, founder and CEO of Incapital, an investment bank that underwrites corporate bonds for individual investors that are sold by broker-dealers, talks about his corporate bond program and what makes them attractive to advisors.
Financial Advisor September 2007 Caren Chesler	Unstructured Debate Structured notes offer a way for individual investors to diversify their portfolios away from traditional stocks and bonds and invest in more novel asset classes, like commodities, international equities and real estate. Here are the pros and cons.
Registered Rep. April 1, 2007	U.S. Warming to Structured Products Structured products are winning more fans in the U.S. Sales of the hybrid securities grew 33% in 2006, to $64 billion. What investors seem to like best about the instruments is the principal protection they offer.
On Wall Street May 1, 2011 Robert J. Lindner	Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized.
Financial Advisor September 2010 Jeff Schlegel	Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs.
Financial Advisor April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
The Motley Fool November 16, 2010 Dan Caplinger	Wall Street's Selling the Next Meltdown Structured products promise protection, but do they deliver?
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
Financial Planning March 1, 2005 Justin Daniels	Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005.
On Wall Street January 1, 2009 Judith Schoolman	5 Questions with Christopher Warren Christopher Warren, who worked at Bankers Trust, General Re, Goldman Sachs and ABN Amro before joining DWS Investments in 2006, speaks about the growing importance of retail structured products to financial advisors.
Financial Advisor December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
Investment Advisor December 2009 Lewis Schiff	The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman.
Financial Planning November 1, 2006 Donald Jay Korn	Hard Choices Exchange-traded funds and notes provide more options for financial planners who want exposure to commodities.
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?
The Motley Fool October 6, 2006 Zoe Van Schyndel	Boring Bond ETFs? For income and diversification, consider bond ETFs.
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 Planning September 1, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
The Motley Fool August 24, 2007 Zoe Van Schyndel	Safe-Harbor ETFs When the market gets choppy, there are safe places to dock your assets. Treasury securities jumped in price so much in one day this past week because of strong demand from investors who sought a safe place for their money.
Real Estate Portfolio May/Jun 2006 Steve Bergsman	Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose.
The Motley Fool December 10, 2007 Dan Caplinger	A No-Lose Investment? Principal-protected notes appear to offer investors the best of both worlds: a guaranteed return of principal combined with the chance to participate in gains of hot markets. Yet a close look shows that they're far from a no-lose proposition.
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 Advisor February 2011 Marla Brill	Ready For Reflation Several kinds of ETFs should benefit if prices and interest rates begin to rise.
Financial Advisor November 2007 William Glasgall	Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc.
BusinessWeek September 30, 2010 Zeke Faux	Individual Investors Duped by Derivatives Wall Street is selling complex securities to yield-hungry investors who may have no idea how they work - and how risky they are.
Financial Advisor February 2008 Marla Brill	The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities.
Financial Advisor May 2004 C. Michael Cart	Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed.
Financial Planning March 1, 2007 Donald Jay Korn	ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients.
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 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 August 30, 2010 Dan Caplinger	Forget Treasuries. Buy Convertibles Instead. Convertible securities combine attractive elements of bonds and stocks. Are they for you?
Financial Planning July 1, 2008 Donald Jay Korn	Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them.
Financial Advisor December 2007 Marla Brill	The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.
Financial Advisor March 2011 Alan Lavine	Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs.
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.
Financial Planning October 1, 2005 Donald Jay Korn	The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe.
The Motley Fool January 3, 2007 Dan Caplinger	Going Global With Bonds International investing isn't just about stocks. With yields on Treasury bonds still hovering below 5%, the high yields offered by some foreign issuers can look extremely appealing.
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 Planning October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
The Motley Fool December 23, 2009 Dan Caplinger	The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle.
The Motley Fool January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
Financial Planning October 1, 2006 Donald Jay Korn	It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one.
Registered Rep. February 1, 2003 Sam Jaffe	Corporate Debt Goes Retail Thanks to a new product called retail notes, brokers can access investment grade corporate debt for their clients in $1,000 increments. All the different pieces that go into retail notes add up to an excellent product for income-desiring individuals.
The Motley Fool August 20, 2008 Dan Caplinger	If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?
Real Estate Portfolio Special Issue 2005 Todd A. Canter	Real Estate Diversification on a Global Scale The dramatic growth of REITs around the globe has several implications for the real estate industry and for investors. For the industry, it is leading to improved liquidity and transparency. For investors, it creates more opportunities to access an attractive investment vehicle while mitigating many of the risks associated with this asset class.