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Auction Rate Securities (ARS) Evaluation Holding illiquid ARS? Don’t get caught in the valuation trap. ARS have different structures and expectations of recovery. It’s vital to get an accurate evaluation of these securities and understand your options. more |
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Efficient Investment Policy Enable an investment portfolio to protect assets while maximizing investment income. more | |
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SEC Announces Safe Harbor Ruling Find out how to avoid becoming an inadvertent investment company. more |
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Sign on to www.afponline.org to benchmark your investment portfolios. The Association for Financial Professionals (AFP) publishes free benchmarks that embody the principals of working capital and longer-term investments: principal stability, liquidity and return. |
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