Ed McCarthy, CFP

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  Time to Buy Fine Wine?

  By Ed McCarthy, CFP  |  October 19, 2012

  Experts point to a dip in prices as a possible opportunity for purchases.

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  How to Help Clients With Donation Appraisals

  By Ed McCarthy, CFP  |  October 15, 2012

  Here are four techniques that advisors can share with collectors seeking to donate collections and take a tax write-off.

• Generating Strong Returns

  By Ed McCarthy, CFP  |  September 25, 2012

  Despite the overall market’s swings from risk-on to risk-off in response to a slow U.S. recovery, Europe’s ongoing crisis and the Fed’s decision to hold rates at extraordinarily low levels, electric utilities have continued to provide solid total returns for growth-and-income investors seeking lower volatility.

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  The Ins & Outs of Using Managed Futures

  By Ed McCarthy, CFP  |  September 23, 2012

  The Barclay Commodity Trading Advisor Index may be one option for advisors and clients.

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  Viewing Life Insurance as an Asset Class

  By Ed McCarthy, CFP  |  August 27, 2012

  There are ways to look at coverage that can give advisors and clients further insights into their portfolio allocations and insurance-buying decisions, experts say.

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  Before Leaping to Independence, Look at Your Motivation

  By Ed McCarthy, CFP  |  August 23, 2012

  If you want to join the RIA ranks, first make a candid assessment of your reasons for doing so.

• REITs: An Attractive Investment Opportunity

  By Ed McCarthy, CFP  |  August 23, 2012

  Real estate investment trusts (REITs) continue to produce solid returns for investors

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  Collectible Books: Not Just for Reading

  By Ed McCarthy, CFP  |  August 20, 2012

  Certain types of manuscripts and texts are commanding top dollar as nostalgia and electronic books gain influence with buyers.

• Top of the Dividend Charts

  By Ed McCarthy  |  July 26, 2012

  With current market conditions and global economic trends, advisors have a good opportunity to introduce more clients to companies that make the Mergent Dividend Achievers roster.

• Mergent Index Updates

  By Ed McCarthy  |  July 26, 2012

  Mergent Index Updates Mergent, a leading provider of business and financial information on global publicly listed companies, also develops and licenses equity, fixed income and commodity index and investment products.