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The AdvisorIntelligence Performance Tables are updated monthly to provide subscribers with access to the most current fund performance data and analytic measures. more›› |
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In our recent conversation with co-portfolio manager Harry Hartford, we spent most of the time talking about the financial crisis. Hartford, who has covered financial companies for 25 years, says that what is happening to international banks is fairly similar to what is happening with U.S. banks, and that there are two major issues impacting bank stock prices: capital and liquidity. more›› |
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We have been getting a few questions lately about whether our approach is changing and we are becoming more short-term focused. Do we really need to be sending alerts for upcoming trades and then reserving a decision based on market levels? Does it really make a difference if the trade is done that day or the next when we’re looking out three or four or five years? I can certainly understand the perception. more›› |
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Thank you for all of your ongoing 2.0 feedback. We have updated a few elements of our login process to allow for easier site access. ...We promise to keep you updated on our support efforts. more›› |
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Litman/Gregory clients and research subscribers have clearly felt the pain of holding shares in Loomis Sayles Bond Fund this year. For the 10 months ended October 31, 2008, Loomis Sayles Bond lost 26.8% versus a 9.5% loss for its blended benchmark (comprised of two-thirds Vanguard Total Bond Index and one-third Merrill Lynch High-Yield Master Index). We are planning a detailed fund update next month but given the presence of this fund in our model portfolios and its dramatic underperformance amidst the credit crisis, we thought a short note on the fund and our ongoing conversations with portfolio manager Dan Fuss might be in order. more›› |
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To help us make appropriate investment decisions over the remainder of the year, we have been collecting estimates of upcoming distributions from funds we use in our taxable client accounts. This table, updated as of November 17, provides these estimates. Please note that these are estimates and are subject to change. more›› |