ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2012-02-28 What's My Next Move? - Fixed Income Outlook by American Century Investments (Article)

Recent market volatility may have you wondering what to suggest when discussing your clients' fixed-income portfolios. G. David MacEwen, Fixed Income Chief Investment Officer, offers guidance for portfolio positions, especially for retirement-focused clients.

2012-01-24 Reviewing (and Renewing) Our Case for Munis and Core Muni Funds by American Century Investments (Article)

Positive municipal bond (muni) performance in 2011 was a surprise to many after the angst at the end of 2010. While a relative performance encore of last year's magnitude might be difficult to muster, we believe muni market fundamentals remain resilient, which is the cornerstone of our case for munis and muni funds in 2012 and beyond.

2011-04-05 More Muni Market Myth-Busting by American Century Investments (Article)

Much attention has been focused on the muni market\'s struggles since last summer and the massive muni fund redemptions since then. Somewhat surprisingly, the market rallied, beginning in mid-January. How did the rally start? Does an improving economy mean reduced muni market volatility?

2010-04-13 Yield Opportunities Still Exist in Bonds by American Century Investments (Article)

The current economic and market environment presents intriguing challenges for income-seeking, risk-averse investors. One effect of the Federal Reserve's policy of holding short-term interest rates at historically low levels is to force cautious, safety-oriented investors out of cash-equivalent investments. In this article, David MacEwen, chief investment officer for fixed income, discusses a number of opportunities that may provide additional yield for clients within a risk-managed, fixed-income framework. We thank American Century Investments for their sponsorship.

2010-04-06 Municipal Bond Advantages Remain by American Century Investments (Article)

You and your clients often sift through competing, complicated information in the course of making investment decisions. That's certainly true in the municipal bond market today. Joseph Gotelli, municipal bond portfolio manager at American Century Investments®, urges investors to consider municipals' enduring features. Conflicting news and views on the municipal market should not obscure the fact that many municipal bonds remain high-quality investments with compelling tax advantages. We thank American Century for their sponsorship.

2009-05-26 Taking Tax Advantage of Municipal Bonds by Northern Trust Investments (Article)

Whether or not tax rates change, municipal bonds clearly offer an attractive alternative to Treasuries and taxable bonds. This piece from Northern Trust Investments explains how the comparatively low volatility, historically high credit ratings - and above all the tax advantage - make municipal bonds an alternative worth considering for risk-adverse investors. We thank them for their sponsorship.

2009-05-05 Letter to the Editor – A Safer Four Percent Withdrawal Rule by Various (Article)

Hawaii-based advisor John Robinson is the author of several articles on safe withdrawal rates, and he reviews our recent article, A Safer Four Percent Withdrawal Rule. We respond to Robinson's critique.

2009-04-28 Gary Shilling – Economic Forecast and Current Market Opportunities by Robert Huebscher (Article)

Gary Shilling is well-known for his forecasting record, having correctly predicted major economic events over the past several decades. Beginning in 2002, he warned his clients that the housing market "has taken on self-feeding, bubble dimensions that will sooner or later collapse," and continued to sound this warning through 2007, when his predictions came true. Dr. Shilling shares with us his current forecast for the economy and the market.


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