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Terror-Free Investing

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by SherylCPA     January 27, 2014      0.0 (0) Many clients are concerned about the type of investments held within their mutual funds. For these clients, we might offer a "socially responsible" fund. But what does "socially responsible" mean?  Each fund will have its own particular set of screens, which may or may not agree with a particular client's requirements

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Energy Investing Webinar: Small Turnout But A 4.1 Rating And A Subject Some Of You Will Love To Learn More About

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by agluck     December 06, 2013      0.0 (0)   It was a relatively small turnout for today’s A4A with BJ Willingham. But that’s the strength of what we’re doing here on A4A. We’re covering topics in depth that are not necessarily wildly popular, but that advisors need to know about, and practitioners won’t find these highly focused looks at specific top

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Energy Investments Are Proliferating But Advisors Should Be Very Cautious

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by agluck     December 06, 2013      0.0 (0) According to Willingham, who is our speaker at at recent A4A webinar, the previous energy super-cycle was from 1970 to 1982. Two super-cycles occurred before that. One in the 1950s following World War II and rebuilding of Europe and in the 1920s, following the advent of the automobile.   Willingham, a CFA charterholder, says energy p

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Placemark Investments Launches New Integration of Research and Analytics Available Through UMA Marketplace

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by agluck     October 21, 2013      0.0 (0) Placemark Investments announced today that it is launching a new integration with AdvisoryWorld Financial Technologyanabling advisors to build portfolio solutions using AdvisoryWorld research and analytics.

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Nine Funds Taxed As Regulated Investment Companies That Try To Keep Up To 25% Of Assets In Favorably-Taxed Master Limited Partnerships

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by agluck     September 24, 2013      0.0 (0) A small number of open- and closed-end mutual funds and exchange-traded funds invest in master limited partnerships. Although all of them are regulated investment companies (RICs), most flunk the tax test to qualify for tax treatment as funds and they end up being taxed as corporations.   That’s because, according to Internal R