Expert Views Articles

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The Truth About Social Security And Medicare, Straight From The Trustees

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Two new government reports say Social Security and Medicare are not in imminent financial danger

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Top 10 Reasons Why The US Stock Market Is Not In A Bubble

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The top 10 reasons why the US stock market is not in a bubble can be summarized in a countdown list.

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Stress Tests, Clairvoyants And Risk Managers

by Daniel Satchkov

Risk management failed dramatically during steep market drops since '98, and we argue that's because too much focus has been placed on backward-looking risk measures and not enough on scenario...

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Be Careful Following The Hot Money In ETFs

by John Wasik/Reuters

All too often, investors head in the wrong direction en masse. They buy stocks at the top of the market or bonds when interest rates are heading up.

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Capitalizing On Boomers Need For Relevance, Influence, And Context

by Robert Laura

Advisors need to use retirement’s never-ending evolution to improve the lives of their clients and extend the brand and capacity of the industry.

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Retirement Is Not A Feeling

by Robert Laura

Here are four steps that advisors can take to help clients avoid letting their feelings drive or alter their plans in retirement, says columnist Robert Laura.

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The Controversies Of Capital In The 21st Century

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Thomas Piketty's book is one of the most controversial this year -- and believe it or not, he actually gives a plug to financial advisors in it, says our book reviewer.

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Special Client Issues Financial Advisors Must Address In Divorce Situations

by Joseph Cordell

Advisors must understand that divorce inherently creates several unique challenges that typical clients will not face when it comes to plotting their fiscal future.

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Policy Suitability And The Impact Of Costs And Fees

by Jeffrey D. Dattolo

It's critical for financial advisors to educate clients on how various fees can impact insurance policy suitability over the long-term.

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Summer Fun: 5 Ways To Get More (Results) From Your Marketing Events

by Gail Graham

If you are trying to grow profitably, a big event can be a terrific strategy or a money pit that takes a lot of time and funds away from other profitable endeavors, says United Capital's CMO.

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