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Interest Rates and Expected Returns

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Many people are questioning whether they should stay in fixed income or branch out to other strategies with higher expected returns, due to low interest rates. The following discusses viewing expected returns between investment strategies. The low interest rate environment has many people wondering about using their fixed income allocation for other strategies, such as...

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Ratings Agencies and the Municipal Market

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In this article, we review our thoughts on the value of credit ratings within the municipal market. Even though ratings agencies appear to have misjudged the credit worthiness of some mortgage-backed securities leading up to the financial crisis of 2007–2009, we believe their ratings are still of importance in assessing the default risk of municipal...

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The High Cost of Bad Advice

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In this article, we address why we believe the decision of hiring an advisor should not be based solely on fees. The quantity and quality of the services provided varies greatly from advisor to advisor. When you interview potential advisors, you should look for the advisor who gives the best advice and is the best...

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Delaying Social Security Benefits

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It can be tempting to begin taking Social Security benefits the moment you are eligible. The following discusses some reasons why you may want to delay taking your benefits. You’re ready to retire and have paid a lot into the Social Security system. But now that you’re finally eligible for benefits, you might be hearing...

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Debunking Hedge Fund Myths

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This article looks at six myths surrounding hedge funds and some of the reasons why many high net worth investors continue to invest in hedge funds despite growing academic evidence and reports by more than a few in the financial media that hedge funds are “mad, bad and dangerous.”1 The evolving body of information about...

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Madoff Scandal Draws Attention to Hedge Fund Risks

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Investors around the country and around the world may have experienced some panic when the scandal involving Bernard Madoff — described as a $50 billion Ponzi scheme — became known. Some investors may be wondering if their assets may fall prey to the same kind of situation. The following discusses why investors in mutual funds...

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Hedge Funds’ Scandalous Behavior

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Several academic studies have shown hedge funds to be poor investment choices for prudent investors. Now, several scandals have added to the evidence on this being a poor asset choice. The investing world was rocked with the news of another hedge fund scandal, as Galleon Group founder Raj Rajaratnam was arrested with five others in...

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The Performance of Funds of Hedge Funds

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One of the risks of investing in hedge funds involves tying up large amounts of assets in a single investment vehicle. The advent of funds of hedge funds supposedly provided advisors with a means of diversifying the risks of investing in hedge funds. Have investors been rewarded? The following article summarizes a study showing that...

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