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Investment Advisor April 2009 Michael S. Fischer |
Opportunists The 2009 Separately Managed Account Awards honor seven managers in six categories. |
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 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 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 2007 Kathleen M. McBride |
Par Excellence 2007 Separately Managed Accounts Awards: Thornburg Investment Management Value Equity... TCW Investment Management Relative Value Large Cap... etc. |
On Wall Street April 1, 2012 Elizabeth Wine |
SMAs Tough It Out Those managers who rose to the top of the heap in the separately managed accounts industry carefully researched and weighed their options before making their moves. And it wasn't easy. |
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 Advisor October 2009 Michelle Knight |
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields. |
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 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. |
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 Advisor February 2, 2009 Bruce W. Fraser |
A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors. |
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 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 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 March 30, 2009 Liz Peek |
Muni Manager Advises: Stay Rich With a worsening tax outlook, even stock jocks should pay attention to municipal bonds. |
Financial Advisor December 2009 Eric Uhlfelder |
Receding From A Perfect Storm Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds. |
Financial Planning January 1, 2007 Donald Jay Korn |
Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction. |
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 November 1, 2009 Donald Jay Korn |
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. |
BusinessWeek February 2, 2004 Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
The Motley Fool December 17, 2010 Michael Johnston |
Looking for Juicy Yields? Try Muni Bond ETFs Are municipal bonds right for your portfolio? |
Financial Advisor June 2012 Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. |
BusinessWeek January 31, 2005 Lewis Braham |
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers. |
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 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. |
On Wall Street January 1, 2009 J Gibson Watson |
International Investing Offers Opportunities An SEC rule in October opened the floodgates for American Depository Receipts -- what does that mean for you and your clients? |
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. |
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. |
BusinessWeek December 20, 2007 Lauren Young |
Steady Income in Unsteady Times In 2008, income hunters willing to take on a little risk can reap significant rewards. |
Financial Advisor March 2012 Eric Uhlfelder |
A Compelling Asset Class MLPs provide a source of reliable income and asset price stability that's hard to match. |
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. |
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 October 1, 2011 Ann Marsh |
What Cachet? The sales pitch for separately managed accounts often goes something like this: "So you want to invest with the big boys but you've only got $100,000 to $200,000?" |
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. |
On Wall Street May 1, 2010 Tim Knepp |
Natural Resources: A Natural Fit To Your Client's Portfolio Natural resources are often viewed as a compelling alternative allocation and portfolio diversifier for stock and bond holdings. |
Financial Advisor September 2012 Maureen Nevin Duffy |
2012: Seeking Yield More investors are piling into muni bonds, but certain cities face intractable economic difficulties. |
The Motley Fool April 13, 2010 Dan Caplinger |
The Tax-Smart Answer to Low Interest Rates Municipal bonds aren't risk-free, but they are attractive. |
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. |
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. |
The Motley Fool May 17, 2007 Amanda B. Kish |
No Thorns in Thornburg's Side It's not enough just to pick a well-known international mutual fund out of a hat in order to get some quick foreign exposure. Thornburg fund shines in the international spotlight. |
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. |
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 July 9, 2010 |
The 5-Minute Guide to Allocating Your Assets How to choose between stocks and bonds, small caps and large caps ... our Rule Your Retirement team created these three model portfolios, which you can use as a starting point for cooking your own investment soup. |
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. |
The Motley Fool April 29, 2009 Dan Caplinger |
Beware This Investment's Hidden Risks Bonds deserve a place in most investors' portfolios. But relying on them exclusively could be riskier than you think. |
The Motley Fool September 24, 2007 Amanda B. Kish |
Muni Bond ETFs Take Center Stage If you are looking for a cheap way to get into the municipal bond market, some of these new Muni Bond ETFs might be right for you. |
Financial Planning June 1, 2012 Allan S. Roth |
Muni Forecast: Lots of Clouds Despite Whitney's prediction of a near-term disaster, it will probably take a decade or two to test whether states and municipalities can meet their obligations to both retirees and bondholders. The biggest single factor in the interim will be stock market returns. |
The Motley Fool November 19, 2009 Dan Caplinger |
These Investments Are Far From Risk-Free Don't get seduced by bonds. |
The Motley Fool February 27, 2007 Dan Caplinger |
Paying for Quality With bonds, sometimes it pays to get the best. Investors and mutual funds that are buying lower-quality bonds may find that they would've been better off sticking with Treasuries in the long run. |