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The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.   |
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A PIF in Action Consider the following Roth conversion situation: A client converts her $1 million traditional IRA to a Roth IRA resulting in federal tax at today's top bracket (35%) of $350,000. |
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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. |
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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. |
FDIC FYI
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Effects of Interest Rates on Money Market Mutual Funds The prolonged low interest rate environment has pressured returns on money market mutual funds (MMMFs). Although low rates are a boon to borrowers, the opposite, of course, is true for savers. |
Real Estate Portfolio
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Life Support A reader survey suggests how asset managers can be true partners with investment advisors. |
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The Roth Wave Tax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, according to a new study. |
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An Inexact Science Analysts and investors may debate the mechanics of NAV calculation, but many use it as a starting point for analyzing the relative value of REITs. |
The Motley Fool
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A Disaster Waiting to Happen Paying up for funds that just give you your money back isn't smart. |
The Motley Fool
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Don't Pay Premium Prices for These Stocks Many closed-end funds are still overpriced. |
The Motley Fool
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3 Overpriced Investments You Shouldn't Buy In this market, you shouldn't pay a premium for anything, and you don't have to. |
The Motley Fool
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Computing Your Investing Returns A discussion on how to calculate the returns on your investments like a pro. |
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How Much Should You Pay Up for Potential? Net asset value is an attempt to bridge the divide between value and growth investing. |
The Motley Fool
August 30, 2007
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6 Closed-End Funds on Sale A rundown of funds selling at a discount to the cover price. Morgan Stanley China A Share Fund... Western Asset Emerging Markets Debt Fund... etc. |
The Motley Fool
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6 Closed-End Funds on Sale These lesser-known funds can offer up some compelling values. Morgan Stanley China A Share Fund... Greater China Fund... DWS Global Commodities Fund... etc. |
