A Better Diversifier in Efficient Frontier Portfolios? Bonds
By Ben WarwickWhile much maligned at the moment, bonds can add to gains while reducing portfolio volatility.
January 10, 2011
Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth TransfersStrategies for transfer take advantage of the two-year tax window and a long-term plan.
January 10, 2011
Gaining Clients: What I Do at a First Client MeetingOn his Road to Independence, advisor Mike Patton blogs on the steps he takes with prospective clients in a first meeting.
January 10, 2011
Congress and Housing, Earnings and Inflation: Advisor Briefing for the Week of January 10, 2011Market-moving news this week includes reports on prices and inflation, the start of earnings season, and a somber Congress returns for two days.
January 10, 2011
Congress and Housing, Earnings and Inflation: Advisor Briefing for the Week of Jan. 10, 2011Market-moving news this week includes reports on prices and inflation, the start of earnings season, and a somber Congress returns for two days.
January 09, 2011
Missions AccomplishedYou might notice that I'm running a different headshot of myself now. The reason for it is because in the six months or so since I joined National Underwriter.
January 09, 2011
Legislating from the BenchConservative commentators are thrilled over a recent decision by a federal court in Virginia that rejected part of the Patient Protection and Affordable Care Act as unconstitutional.
January 09, 2011
Letters To The EditorI AM SHOCKED that an industry publication that I have respected would include such drivel as this. Trevor Thomas might as well have asked Nancy Pelosi to write that article.
Commentary