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Investment Advisor
April 2009
Michael S. Fischer
Opportunists The 2009 Separately Managed Account Awards honor seven managers in six categories. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2009
Eric Uhlfelder
Receding From A Perfect Storm Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2009
Donald Jay Korn
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 17, 2010
Michael Johnston
Looking for Juicy Yields? Try Muni Bond ETFs Are municipal bonds right for your portfolio? mark for My Articles similar articles
Financial Advisor
June 2012
Michelle Knight
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. mark for My Articles similar articles
BusinessWeek
January 31, 2005
Lewis Braham
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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?" mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2012
Maureen Nevin Duffy
2012: Seeking Yield More investors are piling into muni bonds, but certain cities face intractable economic difficulties. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 19, 2009
Dan Caplinger
These Investments Are Far From Risk-Free Don't get seduced by bonds. mark for My Articles similar articles
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. mark for My Articles similar articles