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  1. A Taxing Investment Issue for Fiduciaries

    Fiduciaries must temper investors' attraction to high returns, which can often result in the payment of unexpected taxes and exposure to unexpected losses.

  2. Africa Comes into View

    Comparisons to China are premature, but investors find its long-term growth potential hard to ignore.

  3. The Right Way to Show Fund Expenses

    Making good reporting standards great.

  4. Top 10 Social Media Tips Financial Advisors Need to Know

    With a well-executed social media plan, current and prospective clients will see you as a trusted friend and ally--and when they need your services, they will call on you.

  5. Let's Make a Deal: The Outlook for Merger Funds

    How increased merger activity shapes the risks and opportunities for this niche group of mutual funds.

  6. Monkey Business

    Do fund shareholders invest skillfully?

  7. How Diagnose an Overconfident Accumulator Client Type

    Since these clients are successful in business or other pursuits, they often assume they'll be successful investors.

  8. The Uses and Misuses of the Style Box

    The style box is a simple representation of a complicated reality.

  9. 2014 Year-End Retirement Planning

    What steps can or must our clients take by Dec. 31 to preserve or enhance their retirement savings?

  10. 5 Keys to a Successful SharePoint Intranet Implementation

    The tool most advisors stand to benefit from but probably don't have is an internal website.

Recent Videos

  1. Saving College-Bound Kids From Financial Pitfalls

    Parents can help their college-age children monitor spending habits, avoid identity theft, and learn from their money mistakes.

  2. 3 Retiree Pitfalls in a Still-Lofty Market

    Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.

  3. What the Market Turbulence Means for Investors

    Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.

  4. Unemployment by Education Level: A Drastic Gap

    The unemployment rate is about three times higher for those with no high school diploma versus college graduates, says Morningstar's Bob Johnson.

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Recent Articles

  1. A Popular Emerging-Markets Consumer ETF Rocked by Currency Volatility

    Large exposures in South Africa, Brazil, and Chile have weighed on the performance of this fund.

  2. December PCM Report: A Reason To Believe

    The assumptions, opinions and estimates in this report constitute our judgment as of the date of this material and are subject to change without notice. The comments should not be construed as a recommendation of individual holdings or market sectors, but as an illustration of the management ...

  3. T. Rowe Price Remains on Top

    Departures of investment staff are worth watching, though. 

  4. Nearing the End of a Decent Year in CEFs

    Falling oil prices buffet some CEFs, but many have turned out strong returns so far this year.

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