From the desk of Ed McCarthy, CFP
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Interview |
How a Top Advisor Uses Municipal Bond Funds |
A conversation about mutual fund investing for tax-free income with Erik F. Miller, CFP, ChFC, CASL, with CMC Advisers LLC in Portland, Ore.
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Financial Planning |
Four Funds for Natural-Resource Investing |
The recent spike in the price of wheat was a reminder that commodities like foodstuffs offer profit potential for investors. Several top advisors outline the funds they use to invest in this sector.
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Portfolio Strategies/Research |
Three Studies Worth a Quick Read |
Recent research from Vanguard, the FPA and J.P. Morgan looks at portfolio rebalancing, dollar cost averaging, and the need for a broader approach to income investing.
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Industry Trends |
Five Fund News Items for Advisors in the Know |
A quick look at the latest online mutual-fund news pieces that every advisor should be following.
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