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AdvisorClarity-The Blog: December 2011
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News and Commentary for Sophisticated Financial Advisors. Thursday, December 8, 2011. The Grave Dancer Is At It Again. National Real Estate Investor (among others) reported. On a transaction in which Equity Residential is taking a 26.5% interest in Archstone, a privately-held operator of multi-family properties. The cost of the interest is $1.325 billion. Sam Zell's new nickname will be Snake Charmer, not Grave Dancer." It appears that Zell is tuning up his flute again. Friday, December 2, 2011. I think ...
advisorclarity.blogspot.com
AdvisorClarity-The Blog: February 2012
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News and Commentary for Sophisticated Financial Advisors. Wednesday, February 29, 2012. Today about an investor ordered to pay the legal bills for a broker-dealer and its representative for bringing a frivolous arbitration claim. the FINRA arbitration panel found that the investor was experienced and sophisticated and made investment decisions independently. The investor was ordered to $75,000 of the firm's $110,000 legal costs, and $6,000 of the $7,200 hearing costs. Links to this post. Current financia...
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AdvisorClarity-The Blog: Now Treasury's Involved
http://advisorclarity.blogspot.com/2012/10/now-treasurys-involved.html
News and Commentary for Sophisticated Financial Advisors. Tuesday, October 9, 2012. Now, Investment News. Subscribe to: Post Comments (Atom). Links For Your Consideration. Clarity Finance is a consultant providing research, analysis, and due diligence to institutional investors. View my complete profile. C) 2011 Clarity Finance. Awesome Inc. template. Template images by A330Pilot.
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AdvisorClarity-The Blog: Glidepath Investing
http://advisorclarity.blogspot.com/2012/10/glidepath-investing.html
News and Commentary for Sophisticated Financial Advisors. Monday, October 1, 2012. The September 2012 issue of Fundamentals. A newsletter of Research Affiliates, addresses the question of glidepath investing, or the systematic adjustment of asset allocation during a person's lifecycle. Conventional wisdom suggests that an aggressive allocation early in a person's working years gradually becoming more conservative is a prudent course. On Folio Investing's Steven Wallman's response to RA analysis. This sit...
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AdvisorClarity-The Blog: June 2012
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News and Commentary for Sophisticated Financial Advisors. Monday, June 25, 2012. Some Whispers To Improve The Optics. Forbes has a list. Of 89 business cliches. Just what we need: all of them gathered together in one place where they can multiply. Links to this post. Friday, June 22, 2012. Exchange Traded Product Ripe For a Premium? JPMorgan's Alerian MLP Index ETN ( AMJ. Has issued its maximum shares, according to a story. Links to this post. Thursday, June 21, 2012. The other group of strategies provid...
advisorclarity.blogspot.com
AdvisorClarity-The Blog: April 2012
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News and Commentary for Sophisticated Financial Advisors. Friday, April 27, 2012. Another Nail In The Coffin. FINRA posted a loss for 2011. So what's its response? Fee increases, pretty much across the board. At least that is what seems to be the answer according to a story. For this year, Finra will be proposing a hike fees for advertising reviews, corporate financing and new-member applications, Mr. Ketchum told members. Overall, the proposed hikes range from around 5% to 50%. Links to this post. Websi...
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AdvisorClarity-The Blog: January 2012
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News and Commentary for Sophisticated Financial Advisors. Tuesday, January 24, 2012. A Quick Primer on Leveraged ETFs. Seeking Alpha had a short article. On the mathematics of leveraged ETFs. It has a demonstration of the classic upside/downside dichotomy (i.e. it takes 100% gain to overcome a 50% decline). It also mentions, without going into detail, the effect of constant rebalancing to maintain the advertised leverage position. Links to this post. Labels: Exchange Traded Funds. That refers to a paper.
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AdvisorClarity-The Blog: August 2012
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News and Commentary for Sophisticated Financial Advisors. Thursday, August 30, 2012. Money Fund Industry Information Sites. I was directed to this website. By a thread on a bulletin board discussing the SEC proposal for money market funds. The web site includes links to this site. Unfortunately, does not identify its sponsor very well. Even the contact links go to ICI's public relations firm. Kinda disappointing that ICI does not have the courage of its convictions to conspicuously identify itsel...Some ...
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AdvisorClarity-The Blog: July 2012
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News and Commentary for Sophisticated Financial Advisors. Tuesday, July 31, 2012. Investment News has a story. Links to this post. Sunday, July 29, 2012. Desperate Measures For Desperate Times. The low interest rate environment is leading investors - and their advisors - to desperate measures in an attempt to meet retirement income objectives. An article. The article acknowledges the incremental risks of high yield bonds and preferred stock. Here is how one advisor addresses the risk:. 8220;We’ve b...
