Blog
Munis: What to Do Now
The prices of municipal bonds are plunging to depths last seen during the financial crisis. At least one high-profile analyst is predicting widespread defaults. And a big asset manager is putting its expansion into munis on hold. Is the situation in muni-land really...
Are ‘Alternative’ Bond Funds Safe?
A new crop of "alternative" fixed-income mutual funds employs hedge-fund-like tactics to protect against rising interest rates, defaults and other bond-market hazards. So far many have performed well—but they come with their own set of risks. Article Here... Article...
How a Fund Boutique Grew Without Losing Its Soul
A Morningstar analysis on mutual fund company Royce Funds written by Karin Anderson. Click here for article...
YOUR MONEY: When a Safety Net Is Yanked Away
Plan for the possibility of long-term care costs, but don’t assume that insurance will be the guaranteed answer. Click her for article from The NY Times...
Tax Report: Where Do Your Tax Dollars Go?
Interesting Wall Street Journal article by Laura Saunders. Click to read article...
Is Your Adviser Pumping Up His Credentials?
Those Fancy Initials After Your Financial Adviser's Name Might Not Be As Impressive as They Seem Veiw Article Here...
Diversify Your Portfolio by Tax Treatment, Not Just By Asset Types
Good article by The Wall Street Journals Carolyn T. Geer. Diversify Your Portfolio by Tax Treatment, Not Just By Asset Types
Stat of the Day 10/1/2010
Some statistics regarding the recent performance of the S&P 500 Index (price only, ignoring dividends), as of 9/30/2010: 3rd Quarter 2010 return: 10.7% 2010 Year-to-date return: 2.3% 2010 High price to current...