Over the few months we had the pleasure of connecting with Jeff Benjamin over at InvestmentNews and started talking with him about the bond bomb that is headed investors way. In Jeff’s article, the Bond bomb survival guide he explores this issue in depth. Click here to read the article >>>
We were recently down in Miami for the T3 conference and had the pleasure of connecting with Dana Anspach. Dana is the author of the upcoming book Control Your Retirement Destiny, a columnist for About.com’s Guide to MoneyOver55 and the Founder of Sensible Money, LLC, a professional services firm which offers retirement planning and investment management services. After the conference, Dana shared some kind and generous words about Asset Dedication in her column that we would like to share with you. Click here to read the column >>>
Feeling parched? Income-focused investors are suffering a long drought as Treasury yields scrape along near historic lows and money-market funds and other conservative holdings pay next to nothing. And there’s little relief in sight. The Federal Reserve announced in August that economic conditions would likely warrant “exceptionally low levels” for interest rates at least through late 2014. Read More…
Few technologies have as much potential to be transformative when it comes to improving operational efficiency at advisory firms as document management. Read More…
Recent figures released by the American Institute of Economic Research (AIER) suggest that while the economy’s expansion appears to be continuing for now, its pace may be weakening. Most of the leading indicators were up, but a few declines have begun to show up, and still others are mixed. Read More…
Bond manager Steve Huxley says failed city’s bonds are insured; investors should pay heed to bonds’ underlying ratings. Read More…