RETIREMENT PLANNING

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Discrimination, Or Keeping It Simple?

by Thomas M. Kostigen

Schwab boots funds that have cheaper share classes elsewhere.

Sub-Advisors Are In The House

by Alan Lavine

The debate over using in-house or outside fund managers focuses on cost and effectiveness.

Making Lemonade From Lemons

by Matt Hougan

Swapping ETFs to harvest losses can make a lot of sense.

Alive And Kicking

by Tracey Longo

Four small-cap managers talk about opportunities and challenges ahead.

Gaining Ground

Tenant-in-common deals exceed private REITs.

Have Your REITs Peaked Yet?

by Bruce W. Fraser

Wave of privatizations suggests market still has legs.

Asset Allocation And Investor Goals

by Eileen Cohen and William H. Overgard

What we've learned about portfolio construction from the first decade of hedge funds.

Theme Reversal Or Head Fake?

by Marla Brill

ICON International Equity Fund manager eyes a move toward defensive industries.

Too Much Of A Good Thing?

by Matthew Hougan

Do the new leveraged ETFs have a place in the financial advisor's toolbox?

Profiting From Foreign Exchange

by Eric Uhlfelder

Currency exposure can add diversification and gains to portfolios-if you're careful.

Overweighting The Underdogs

by Marla Brill

Eaton Vance Tax-Managed Emerging Markets Fund dares to tread where other funds don't.

Options For Generating Income

by Marla Brill

Covered-call funds seek to fill income gap.

Fixed-Income Conundrum

by Milton Ezrati

Real yields on bonds have fallen, and the prospects for capital gains are slim.

Going Everywhere

by Marla Brill

Thornburg's Motola won't be tied down in the search for returns.

Cooling Off

by Gail Liberman

Rising interest rates and hurricanes may have caused Florida's real estate market to peak.

A Hybrid Approach

by Bruce W. Fraser

Structured products can round out a portfolio, but they are complicated and potentially risky.

Storm Clouds For Municipal Bonds

by Alan Lavine

Underfunded liabilities loom as a threat to governments' finances.

Inside Mellon

Private banking isn't always what you think.

Death And Taxes?

by Matt Hougan

Maybe not. ETFs can help you avoid the taxman, but keep an eye on out for special situations.

Sleeping Giants

by Bruce W. Fraser

Companies and investors are waking up to dividends-but will it last?

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