We are just one month into 2013, and investors have already seen the relentless run in high-yield (HY) bonds continue. Despite a backup in the last week of January, HY has notched a total return of 1.39% so far this … Read more
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Brian Fechtel, CFA, has been an outspoken critic of the way that insurance has been used (and abused) by most investors and their advisers. In this interview, he speaks about how to use insurance properly to protect and grow wealth … Read more
Leave a CommentMost investors are no doubt familiar with the standard disclaimer “Past performance is not indicative of future results.” We know from working closely with individual investors for the past 20 years, however, that this compliance truism tends to stay in … Read more
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One of the more important drivers of success in investing can be the partners that you choose to help implement your investment plan. It this light, it can be very important to pick the right broker. Vahan Janjigian, one of … Read more
Leave a CommentOne of the more important things individual investors should be sure of is the amount of money that they can really afford to keep invested. In this video, Vahan Janjigian, one of the Authors of the Forbes/CFA Institute investment course, … Read more
Leave a CommentThe relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O’Connor, CFA, chairman of the … Read more
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After January 1, 2013, the U.S. tax regime will change, and potentially quite dramatically. We expect higher taxation, but apart from the 3.8% health care surtax on net investment income for higher-income households, we still don’t know the full scope … Read more
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It can be difficult for investors to understand how their professional managers are really performing. A few statistical tools can help illuminate whether investors are getting value. The numbers below illustrate performance for two sets of investment managers. How can … Read more
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