Trustee Challenges in a Bear Market

Finley II, Edward J.
September 2012
Trusts & Estates;Sep2012, Vol. 151 Issue 9, p30
The article discusses an Investments Committee Report on the behavior of individual U.S. trustees and investors in relation to public equities which have produced very little in terms of financial returns since 2002. Information is also provided on the use of a balanced investment portfolio, as well as investments in high dividend-paying stocks and high yield debt.


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