From the desk of
Ed McCarthy, CFP

August 19, 2010

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. more…
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. more…
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. more…
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. more…
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