Blogs

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  As the Year Turns, Time to Go Back to Stocks?

  By Mike Patton  |  December 24, 2012

  First a reminder--advisor, avoid large losses--but it might also be time to consider these real estate and bond funds

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  Muted Beta: Long/Short Equity for an Uncertain Market

  By J. Gibson Watson III, CIMA, Envestnet  |  December 18, 2012

  Fewer constraints at the edge of the “Cliff” just might be a good thing: a look at how to measure long/short strategies.

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  Eliminating Manual Processing in Alts: Millennium Trust’s McCartan

  By James Carney, ByAllAccounts  |  December 18, 2012

  New research explores the issue of manual processing and reporting of alternative investments. Millennium Trust's Scott McCartan explores the findings.

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  Where to Invest if Rates Rise—Searching for Alpha for December 2012

  By Ben Warwick, Quantitative Equity Strategies  |  December 3, 2012

  How we may change our portfolios if rates head higher, with market index performance for November 2012.

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  3 Problems With Buffett’s Higher-Tax Arguments

  By Ronald Delegge, ETFguide.com  |  November 30, 2012

  Buffett is part of a misinformed constituency that believes high-income earners aren’t paying enough taxes.

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  4 Common-Sense Requests for Congress From the FSI

  By Dale Brown, Financial Services Institute  |  November 30, 2012

  No more kicking the can down the road. The lame-duck Congress can and should avoid going over the fiscal cliff by acting on these four modest proposals.

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  Why You Shouldn’t Be So Worried About Tracking Error

  By Mike Patton  |  November 26, 2012

  There are times when a mutual fund manager’s tracking error may not be so significant.

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  Why Some Advisors, SMA Managers Love to Hate UMAs

  By Mark Elzweig  |  November 21, 2012

  Unified managed accounts don't always bring advisors and portfolio managers the professional recognition they deserve, some say.

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  Solving the Alt Investing Reporting Problem

  By James Carney, ByAllAccounts  |  November 19, 2012

  Reporting on alternative Investments with more speed, accuracy and transparency.

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  Monte Carlo Simulation: Beware of This Mistake, Advisors!

  By Mike Patton  |  November 19, 2012

  Many advisors are using Monte Carlo; many are using it incorrectly. Keep GIGO in mind, to begin...