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1. Municipal Bond Indexes Weaken To Their Lowest Points In Recent Weeks
(Matching tags: investing,municipal bonds,Treasury bonds)
Investors abandoned the municipal bond market mid-May after yields fell to near record lows on short to intermediate term bonds. The weekly average yield to maturity on the Bond Buyer muni bond index ...
Friday, May 18, 2012
2. Equity Funds Are Still The Losers In Mutual Fund Flows
(Matching tags: mutual funds,investing,US investing)
The Investment Company Institute (ICI) says that investors are even less in love with equities last week than they were the week before. New data shows that investors pulled another $2.41 billion the ...
Friday, May 18, 2012
... to get your hands on any shares. But there are two ways to play it: through investing and through investment education. Either way gets you “in.”  ...
Friday, May 18, 2012
4. As Client Needs Change, Standard Allocation Models May Not Keep Up
(Matching tags: asset allocation,investing)
As many as 40% of advisors participating in a recent survey no longer believe the basic 60/40 portfolio allocation is effective in balancing returns with investment risk. Many pointed out a need for ...
Thursday, May 17, 2012
5. Consumer Spending Is Stronger Than Weak April Retail Sales Reflect
(Matching tags: economy,investing,economic indicators)
One of the most encouraging signs that the economy is recovering has been the increase in consumer spending. Retail sales improved through the year—until April. Retail sales were up .7% in March ...
Tuesday, May 15, 2012
6. Are "Alternatives, Emerging Markets, And Frontier" The New "Stocks, Bonds, And Cash?"
(Matching tags: investing,alternative investments,emerging markets)
The past five years have seen the CBOE Volatility Index (VIX), a measure of volatility in the S&P 500, spike to levels of 80.86 (November 20, 2008) and 48 (August 8, 2011) from levels of between 15 ...
Tuesday, May 15, 2012
7. Health Care Planning Is Quickly Becoming A Focal Point For Investment Strategies
(Matching tags: health care,investing,financial planning,healthcare)
There’s an issue about which your clients may be thinking and not disclosing when you meet. That’s the issue of healthcare. A recent survey by National Financial showed that fully half of imminent ...
Monday, May 14, 2012
8. Case Study: Using Generational And Behavioral Biases To Translate Personal Goals Into A Financial Language, Part I
(Matching tags: investment strategies,investing,asset allocation,investor behavior)
Why do we need behavioral finance? Because traditional models based on institutional clients’ needs do not account for the tax liability, multiple goals, life stages, and unexpected events invariably ...
Friday, May 11, 2012
The housing market looks like it may be putting in a bottom. That means that now is the time to buy. Prices will only go up from here. So will mortgage rates. Some anticipate the recovery will happen ...
Thursday, May 10, 2012
10. Changes In States' 529 Plans May Affect Clients' Education Planning Strategies
(Matching tags: 529,investing,education planning)
New changes are afoot in state sponsored 529 college savings plans. New plan managers and new investment choices are designed to offer participants lower fees and better performance. Market volatility ...
Thursday, May 10, 2012
A perfect triangle of transitions is going on. We have the largest wealth transfer in history; increasing business succession and transition to new leadership; and a radical transition in the way you do ...
Thursday, May 10, 2012
12. Markets Head Downward For A Sixth Straight Day In The US; Europe Extends Its Streak To Eight
(Matching tags: economy,investing,European crisis,US investing)
The news on the global economy seems to only get worse and the equities markets are reflecting it. The Dow Jones at time of this writing is experiencing its sixth straight down session. If it continues ...
Wednesday, May 09, 2012
13. Dire Predictions For Municipalities Are Striking Fear In The Hearts Of Investors
(Matching tags: investing for income,municipal bonds,Tax-efficient investing,investing)
All it takes is one prominent analyst making dire predictions and clients zoom in to justify their prediction. This seems to be what’s happened in the municipal bond market. Focusing on the negative ...
Wednesday, May 09, 2012
You may not have thought about art as an asset class before or as a viable investment for your clients. But the last few years have seen art emerge as a more serious contender for asset class status.  ...
Wednesday, May 09, 2012
15. Currency Trading Expands Beyond US Dollar And The Euro
(Matching tags: currency,investing,euro,dollar)
More investors are trading currencies—unusual matches that do not include either the dollar or the Euro. For example, two investors might do a trade between Israeli shekels and the South African ...
Tuesday, May 08, 2012
Retirees may be in for a surprise when they discover that Medicare will only pay for 51% of their health care expense instead of the 68% they guessed on a recent survey.   Over half of retirees ...
Tuesday, May 08, 2012
A recent study exposed incentive fees stock exchanges offer brokers as an incentive to do business with them. It highlights poor order routing that allegedly fueled additional trade execution costs of ...
Monday, May 07, 2012
18. Observing Everyday Buying Strategies Will Help You Understand Clients' Investment Needs
(Matching tags: investment strategies,investing for income,investing,investor behavior)
... to make investing simple for them. Simple in today’s world spells “sticky.”  ...
Monday, May 07, 2012
19. Minority Investors Have Significant Planning Needs According To A Recent Vanguard Study
(Matching tags: investing,investor behavior,new investors)
If you are looking for opportunities to address emerging needs of new investors, you may want to consider minorities. Vanguard just did a study that highlights the significant planning needs of blacks ...
Friday, May 04, 2012
Emerging markets is one of the areas where investors have recently sought higher returns. It can be difficult to assess exactly which markets offer the best reward for the risk taken. Offering only 4% ...
Friday, May 04, 2012
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