1. Low Interest Rates And Uncertain Equities Markets: Could Master Limited Partnerships Be A Good Choice For Income And Diversification?
(Matching tags: investing for income,ETFs,mutual funds)

The low interest rates and uncertain equities markets of 2011 were a great environment for MLPs. So good that they returned 6.1% for the year. 2012 began with equities jumping out of the chute. But ...

2. What Level Of Wealth Experiences The Greatest Income Volatility? It's The One Percent And It Changes Their Entire Wealth Management Dynamic
(Matching tags: investing for income,investment strategies,economy,high net worth)

... and bottom of the distribution curve and the least impact in the middle. The connection between high incomes and greater volatility has implications for investing.  ...

3. Dire Predictions For Municipalities Are Striking Fear In The Hearts Of Investors
(Matching tags: investing for income,municipal bonds,Tax-efficient investing,investing)

All it takes is one prominent analyst making dire predictions and clients zoom in to justify their prediction. This seems to be what’s happened in the municipal bond market. Focusing on the negative ...

4. Observing Everyday Buying Strategies Will Help You Understand Clients' Investment Needs
(Matching tags: investment strategies,investing for income,investing,investor behavior)

... to make investing simple for them. Simple in today’s world spells “sticky.”  ...

5. Big Firms Say Junk Bonds Are Nicely Positioned For Gains
(Matching tags: investing,investing for income,Economic Outlook)

JPMorgan Chase & Co., Morgan Stanley, and Bank of America Corp. endorsed high-yield bonds, saying they are well positioned to benefit from the ongoing European crisis and from cautionary indications ...

6. Municipal Bondholders May Suffer If Municipalities Go Into Bankruptcy
(Matching tags: bonds,municipal bonds,investing for income)

Bond holders of municipalities usually think their money is safe. But the deep effects of the recession put many cities and towns in severe financial straits. Reorganizing through bankruptcy may not ...

7. Small-Cap Dividend-Paying Stocks Can Round Out Income Portfolios
(Matching tags: investment strategies,investing for income,S&P,dividends)

  On March 19, Apple announced its first dividend payout since 1995. Instead of raising futures for stocks as usually happens, the announcement raised futures for third quarter dividends. This illustrates ...

8. Are Your Clients Taking On Too Much High Yield Risk? Treasury STRIPS May Offer A Safety Net
(Matching tags: investing for income,risk,Treasury bonds,emerging markets)

  Your clients are retiring and they need income. The Treasury market just doesn’t do it for them. So they’re taking on more risk to get higher yields. They may take on more risk than ...

9. Privately Traded REITs Are The Latest Fallout From The 2008 Crisis
(Matching tags: suitability,investment strategies,investing for income,retirement)

Non-traded or privately traded REITs have become the latest fallout vehicle from the 2008 mortgage crisis. Investors who did not understand the risks have ended up overly exposed to illiquid investments ...

10. Retirees May Not Be Aware Of Income Risk With Gold
(Matching tags: investing for income,gold,retirement income)

After an 11-year run, gold underperformed the S&P 500 in the first quarter of 2012 by almost 50%. Retirees as well as other risk averse investors have been enamored with the stuff. Gold is also an ...

11. Answers To Your Questions About The Retirement Management Analyst Designation
(Matching tags: investing for income,profession,retirement planning,annuities,financial planning,retirement income)

Francoise Gadenne, executive director of the Retirement Income Industry Association (RIIA), recently spoke at an A4A webinar. Here answers to some of the questions from attendees he did not get to ...

12. Record Junk Bond Sales Are A Good Reason To Conduct Portfolio Reviews With Clients And Prospects, As It Signals A Turning Point In The Economy
(Matching tags: markets,investing for income,investing,retirement income)

Junk bonds have been in rally mode since 2009 and have been the highest returning debt instrument this year. So good that 130 US companies have sold $75 billion of them during the first quarter. That’s ...

13. Retirement Planning Rules & The Alternatives
(Matching tags: investing for income,retirement planning,dividends)

With more powerful financial planning applications available today, a lot of the retirement “rules” that have been historically used are being thrown into the dustbin of history. One of ...

14. Technology Fuels New Foreclosure-To-Rental Private Equity Industry
(Matching tags: investment strategies,investing for income,alternative investments)

Private equity firms are picking bargains off the bottom of the housing market and converting them to rental properties. Although still a labor intensive process, the strategy can produce double digit ...

15. Just When Bonds Started Looking A Little Tired
(Matching tags: asset allocation,asset management,investing for income)

Despite low interest rates and strength in the equities markets, Wall Street firms are seeing a bounce back in their fixed income businesses. Investors’ appetites for risk seem to be returning ...

16. Showing Clients How Dividend Paying Stocks Can Help Offset Low Interest Rates
(Matching tags: investing for income,retirement planning,dividends)

Low interest rates have been a serious problem for those approaching retirement and in retirement. Many people thought that they could simply plunk most of the investments into laddered treasury bonds ...