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July/August 2007, Wealth Manager magazine
What Should Investors Expect From The New High-Yield Bond ETF.
By James Picerno
It was easy to overlook the news amid the
avalanche of ETF launches. But recognized or not, the April
launch of the new Barclays iBoxx $ High Yield Corporate Bond
ETF (Amex: HYG) is a minor milestone for strategic investors.
July/August 2007, Wealth Manager magazine
Is Asset Allocation Enhanced By Adding Taxes Into The Mix?
By James Picerno
Asset allocation is tough enough without introducing
the complicating effects of taxes into the equation. So,
why do it? Because reality demands no less, says Stephen Horan,
the recently appointed head of private wealth at the CFA Institute.
Ignoring the 300-pound gorilla in the room risks drafting
an asset allocation plan that’s less than it could be, if not just
plain misleading.
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