VIDEO: Can Vanguard Funds Beat the Market?
Vanguard is known for its indexing prowess, but financial advisor Dan Wiener makes extensive use of the company’s actively managed portfolios.
29
May
2014
Tagged: ADVISOR PROFILE
08
May
2014
VIDEO: Defensive Investing: Income from MLPs, Bonds
Financial Advisor Spuds Powell focuses on preserving clients’ wealth; to do so he likes short-term bonds, master limited partnerships, and blue-chip stocks.
01
May
2014
VIDEO: How to Invest in an Expensive Market
Financial Advisor Dick Burridge is finding attractive opportunities in foreign stocks, including Japanese micro caps, and avoiding bonds.
25
Apr
2014
VIDEO: Does Your Financial Advisor Eat his Own Cooking?
David Lees, senior partner at myCIO Wealth, aligns his interests with his clients by putting his own savings into what he recommends.
03
Apr
2014
VIDEO: Finding Values in MLPs and Mortgage Bonds
Financial Advisor Andy Berg is not finding many opportunities in stocks and government bonds, so he is looking elsewhere.
20
Mar
2014
VIDEO: Control What You Can: Fees, Taxes, Risk
Merrill Lynch’s Peter Rohr explains how he uses ETFs to efficiently AND EFFECTIVELY MANAGE an asset allocation plan.
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