Giving the Gift of Money to Loved Ones - The Wall Street Journal

Closed-End Funds Look Appealing, but Weigh the Risks - The Wall Street Journal

Treasury to pick manager for Obama myRA retirement program - Reuters

2014 Five Star Wealth Manager Neponset Valley Financial Partners - 2014 Boston Five Star Wealth Managers

A REIT That Could Bite Back - The Wall Street Journal
A nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. A nontraded REIT lacks the marketable liquidity of a publicly traded REIT and may be difficult to redeem at any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk because of general economic or local market conditions; changes in supply or demand; competing properties in an area; changes in interest rates; and changes in tax, real estate, environmental, or zoning laws and regulations. Real estate units/shares fluctuate in value and may be redeemed for more or less than the original amount invested.

Advisers plot varied paths as fixed-income markets tremble - Boston Buisness Journal

How much risk to take? Assessing fund volatility - Associated Press

Six financial tips young adults need to know from... - Money Under 30

How would candidates' tax plans affect investors? - Associated Press

Analysis: Legg Mason's internal tensions lead to breakup talk - Reuters

ANALYSIS-Teamwork, controls yield rare comeback for MFS - Reuters

Second Quarter 2011 Market Newsletter    

As markets roil, investors should think long term
- Yahoo! Finance
   

Stock market troubles test college parents with fall tuition due - Reuters   

Sound advice - The Business Journals 

Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than original value. Stock investments fluctuate in response to company-specific factors and general market, political, regulatory, and economic conditions. Dollar-cost averaging plans do not assure a profit or protect against loss in declining markets. Such plans involve continuous investment, regardless of market conditions. Markets will fluctuate, and clients must consider their ability to continue investing during periods of low price levels. The purchase of bonds is subject to availability and market conditions. There is an inverse relationship between the price of bonds and the yield: when price goes up, yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Some bonds have call features that may affect income. Municipal bonds are federally tax-free but may be subject to state and local taxes, and interest income may be subject to federal alternative minimum tax (AMT). Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. A private or nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. A nontraded REIT lacks themarketable liquidity of a publicly traded REIT and may be difficult to redeemat any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk because of general economic or local market conditions; changes in supply or demand; competing properties in an area; changes in interest rates; and changes in tax, real estate, environmental, or zoning laws and regulations. Real estate units/shares fluctuate in value and may be redeemed for more or less than the original amount invested. Structured products are complex, illiquid investments whose returns may be based on the underlying price movements of a single security, a basket of securities, an index, a commodity, a debt issuance, and/or a foreign currency. Many economic and market factors will affect the value of structured products, and such factors may offset or magnify each other. Risk factors may include interest rate levels, implied volatility, and time remaining to maturity. Other risks may apply. Please carefully review the disclosure document or offering memorandum before investing. Emerging market and international investments involve higher risks than investments from developed countries and also involve increased risks due to differences in accounting methods, foreign taxation, economic, political or financial instability, lack of timely or reliable information and currency fluctuation. Futures trading is speculative, involves substantial risk, and is not suitable for all investors. Risks include the following: there is the potential loss of your total investment; the funds are highly leveraged; your investment could be illiquid; performance is expected to be volatile; an investment in the fund may not diversify an overall portfolio; and increased competition from other trend-following traders could reduce the fund's profitability. 

Muni Market offers opportunities despite budget woes - Reuters

Top Earners Lose Cost of BMW if Bush Tax Cuts Expire -
Bloomberg

Black Swan Strategies - Insurance News Magazine

Is Your Mutual Fund a Hedge Fund in Disguise? - Hedge FundX
Investing in alternative investments may not be suitable for all investors and involves special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. Investors must meet specific suitability standards and understand these investments are for a long-term investment horizon.

Down Market, low rates makie it prime time for trusts - San Francisco Business Journal

You Make The Call
- Financial Advisor Magazine

MPT in a Black Swan Universe
- Financial Advisor Magazine

Low Interest Rates Spell Trouble For Some Policies - Boston Business Journal

Post-Plunge, Advisors Find Fresh Challenges, Opportunities... - Boston Business Journal

A Solid Financial Planner Can Be Money In The Bank - Boston Business Journal

Fannie, Freddie Takeover Likely To Spark Litigation - Law360

It's Time To More Than Peek At Stock Portfolios - azdailysun.com

Five Tips For Reviewing Your Investments - dallasnews.com 

Investment Strategies for Uncertain Economic Times - Boston Business Journal  

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