Evidence of the disturbance in the credit markets -- wrought by a combination of flight-to-quality asset commitments and Fed intervention -- can be seen in the spread between the ten-year Treasury rate and the S&P 500 dividend yield.
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A handful of funds promise protection against falling prices.
Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors—with no interest in SRI—are starting to notice.
Several investment strategies can protect high-income clients from new taxes and higher tax rates.
Wells Fargo’s wealth management unit reported record client assets of $1.5 trillion in the first quarter, although advisor count declined by 60.