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Up on a Down Day

On big down days like today, one of the things we like to do is to screen for securities that are moving up while most other assets are declining.

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Case Study: Anticipating Higher Interest Rates

To preserve wealth and generate some income, Jim moved a healthy portion of his portfolio to Long Term Treasury Bonds. However, the improving economy combined with the Fed’s massive monetary response to the financial crisis has Jim concerned about the potential for a rising interest rate environment within the next 12 to 18 months.

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Case Study: International Bond ETFs

Portfolio diversification calls for spreading investment risk across asset classes and geographies. In many cases, exchange traded funds offer investors the opportunity to do both.