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NEWS RIAS MAR 06, 2011
Muni bond regs need an overhaul

Mounting worries about state and local governments' growing budget deficits have transformed the municipal bond market from a sleepy safe haven for conservative investors into a rowdy roadhouse for intrepid investors

YOUR PRACTICE PRACTICE MANAGEMENT FEB 27, 2011
How to create a work flow system

The mere mention of advisory practice work flow — or even thinking about how the work gets done (or doesn't) in an advisory business — is enough to cause many advisers' eyes to glaze over

NEWS RIAS FEB 27, 2011
Cooler heads must prevail in times of capitulation

Advisers soon will see whether last week's reaction to events in the Middle East and North Africa will reverse the slow return of investor confidence that markets have been enjoying

INVESTING EQUITIES FEB 20, 2011
Taking a different approach to risk management

If nothing else, market conditions over the past few years have proved that most investors tend to overestimate their true risk tolerance wildly

NEWS RIAS FEB 20, 2011
Many good reasons to breathe life into BABs

Republican leaders in Washington should stand down in their efforts to block the revival of the popular Build America Bond program

INVESTING MUTUAL FUNDS FEB 13, 2011
What to do if interest rates rise

As the 10-year Treasury yield percolates up toward 4% in the latest sign of looming inflation and rising interest rates, investors should start to consider hedging some of their fixed-income exposure.

RETIREMENT RETIREMENT PLANNING FEB 08, 2011
Tax cuts and Roth conversions

NEWS RIAS FEB 06, 2011
Government panel report is more sizzle than steak

The final report from the Financial Crisis Inquiry Commission is a disappointment

NEWS RIAS JAN 30, 2011
SEC must make its study work in the real world

The devil, as the old saying goes, is in the details

INVESTING FIXED INCOME JAN 27, 2011
Stuck between Treasuries and stocks? Try junk