Investment Vehicle


01/19/10 - Structured Notes: Buyer Beware!

10/16/09 - Now you see it! Now you don't! The Illusion of Immediate Annuities

06/12/09 - Don't Lose Your Shirt on Mutual Fund Sales

04/17/09 - 10 Investment Ideas for Today - After the cows have left the barn

04/06/09 - The Public-Private Investment Program

12/18/08 - Hedge Funds: Lessons from Bernie Madoff

11/07/08 - The Muni Opportunity: Fact or Fiction?

08/01/08 - Don't Forget Commodities When Diversifying

03/05/08 - 130/30 Mutual Funds: Don't Believe the Hype

02/20/08 - The Best Investment You Will Ever Make

02/06/08 - Target Date Funds: Panacea or Hallucinogen

12/12/07 - International REITs - A Great Diversification Opportunity

12/12/07 - Separately Managed Accounts vs. Passive Management Part II of II

11/06/07 - Separately Managed Accounts vs. Passive Management Part I of II

07/31/07 - More Hedge Fund Woes

07/05/07 - Equity Indexed Annuities

10/02/06 - Another One Bites the Dust!

07/24/06 - Stripping the ETF

06/16/06 - IPO's: A Great Investment Opportunity or a Sucker's Bet?

06/02/06 - Not All Commodity Indexes Are Created Equal (Part One of a Two Part Series)

05/16/06 - Do You Know Your ABC's?

01/17/06 - Closed-End vs. Open-End Mutual Funds

07/08/05 - Tracking Errors Cost Billions of Dollars a Year

05/16/05 - Brilliant But Not Free!

02/15/05 - Can REITs Continue to Outperform?

01/27/05 - Should You Invest In Individual Bonds or Bond Mutual Funds?

11/18/04 - ADR's or Foreign Funds? Which Are Best?

11/18/04 - Buyer Beware: The Hidden Costs of Municipal Bonds

10/15/04 - Exchange Traded Funds To Avoid

07/15/04 - Commodities As An Asset Class

05/10/04 - Heads Up for Hedge Funds

03/12/04 - No Break Points

12/11/03 - The Roth IRA

12/09/03 - Mutual Fund Alternatives

11/20/03 - Annuities Take Another Blow

11/18/03 - Gotcha! A Hard Look At The Annuity Business

05/30/02 - Donor-Advised Funds

12/20/01 - For the Average Investor, Folios Fall Short

08/03/01 - Investing In Real Estate Through Reits

05/17/01 - Exchange Traded Funds: A new viable alternative for investors

04/18/01 - How Much Will A Variable Annuity Cost You?

04/12/01 - Zero Coupon Bonds

03/25/01 - Fund of Funds: Perfect Solution or Dangerous Shortcut?

10/12/00 - Mutual Fund and Tax Efficiency

05/18/00 - Exchange Traded Funds: Making the Choice