Federal Reserve Bank

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  Solving America’s Income-Deficit Problem

  By Ronald Delegge, ETFguide.com  |  June 4, 2012

  Social Security now pays out more in benefits than it receives in payroll taxes. What does that mean for your clients' portfolio plans?

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  Retirees Boost Their Financial Risk With Gold

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

  If generating income is their primary financial goal, why are they overleveraged in non-income producing assets?

• Italian Police Seize $6 Trillion of Fake U.S. Treasury Bonds

  By John Sullivan, AdvisorOne  |  February 17, 2012

  Italian police said on Friday announced they had seized about $6 trillion worth of fake U.S. Treasury bonds, worth roughly a third of the entire U.S. national debt that, if released into the worldwide financial system, could potentially have caused serious disruptions.

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  Who Will Regulate the Regulators?

  By Gil Weinreich, AdvisorOne  |  January 31, 2012

  Why did U.S. regulators fail to react to the alarming increases in leverage at financial institutions, or the shift of trillions of dollars of assets from banks’ balance sheets that were packaged into complex securities? Three former regulators propose a solution to what ails our regulatory system.

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  4 Steps to Conducting Client Portfolio Reviews

  By Mike Patton  |  January 23, 2012

  Yes, it’s that time again. Here's a practical process for conducting periodic client portfolio reviews.

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  My View on the Markets and Articulating It to Clients

  By Mike Patton  |  November 7, 2011

  Independent advisors need to have their own viewpoint on the global markets and economy, and must articulate that view to clients. Here’s my process

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  St. Louis Fed Chief: Recession Unlikely, Won’t Support Bond Buying

  By John Sullivan, AdvisorOne  |  October 19, 2011

  In a sign of increasing Fed confidence that the U.S. economy has avoided a possible 'double-dip,' James Bullard, president of the Federal Reserve Bank of St. Louis, said current central bank policy is 'appropriately easy' and another recession is unlikely.

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  Recession Priced Into Treasuries, as Yields Near Historic Lows

  By Joyce Hanson, AdvisorOne  |  August 22, 2011

  Investors’ flight to safety into U.S. Treasuries (despite the recent S&P downgrade) has driven yields toward historic lows and has market participants pricing in a recession, say market watchers such as Brent Burns of Asset Dedication.

• Protect Affluent Clients’ Data—and Privacy

  By Lewis Schiff  |  March 1, 2011

  We read about all the large data lapses in the news—credit card info for thousands of TJ Maxx customers stolen, Countrywide losing mortgage application data for thousands of people, etc.

• Treasury Strategy

  By Brian Perry  |  March 1, 2009

  Some market participants are concerned that as global financial markets normalize, investors will abandon low-yielding Treasuries in favor of more attractive options. Since most bond...