The Practice Blog: A Focus on Dodd-Frank and Fiduciary at D.C. Gathering
By Melanie WaddellSome of the best legal, economic, and investing minds gathered in Washington on Thursday to talk about the aftershocks of the Dodd-Frank Act.
September 23, 2010
Obama's Heart to HartI'm not a Christine O'Donnell fan. I remember watching Politically Incorrect with Bill Maher in the late 1990s and thinking, "She's crazy." Not that a...
September 23, 2010
Weekend Interview: SSGA's Rochte on GLD, Gold's Popularity and the ETF IndustryAnthony Rochte, senior managing director and head of the intermediary business group of State Street Global Advisors (or SSGA), which manages SPDRs from its Boston headquarters and controls about 25% of the overall ETF market, talks about market trends.
September 23, 2010
Advisors Favorite High Yield FundsHigh yield bond funds are a natural alternative, but which funds should you consider to balance higher yields and risks?
September 23, 2010
Fixed Income Focus: A U-Turn in Treasuries, and Implications of Microsoft’s New IssueThe first half of September was a striking reversal from the anxious market activity in August. Virtually overnight, Treasuries became an afterthought as investors stampeded back into the stock market
September 22, 2010
Being genuine with prospectsIs there a way to "get real" with prospects? I'm not sure. While I like teaching seminars, such as "Successful Money Management," I wonder about forcing appointments by passing around the clipboard.
September 22, 2010
Estate tax uncertainty: Are you protecting your clients' blind side?You may have seen an interesting report in Monday's Wall Street Journal, which took aim at estate tax uncertainty.
September 22, 2010
How a Top Advisor Uses Closed-End FundsA conversation about diversified investing with closed-end funds with Michael R. Kelly, CFP, EA, of Baltimore.
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