Expert Views

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The Value Of Debt In Retirement

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Used wisely, debt can be your friend, explains author and portfolio manager Thomas J. Anderson.

Wirehouse Brokers' High Cost Of Inertia

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Wirehouse advisors pay a price for waiting to go independent.

Do Too Many Of Your Employees Have Access To Client Data?

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Too many employees report that they have access to data they shouldn't, and financial advisors should be especially wary of internal security breaches.

Are High-Deductible Health Plans Right For Your Older Clients?

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Some older clients may benefit from these plans, but for others they may be a bad match, considering that people 55 and older account for more than 50 percent of U.S. health-care spending.

Three Pillars Of Peace Of Mind In Retirement

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Advisors should do three things to help clients reduce their stress, increase confidence and live a happier, healthier, more connected retirement, says columnist and advisor Robert Laura.

Asset Allocation And The Cost Of Retirement Income

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The Retirement Dashboard seeks to provide advisors and their clients with an idea about how much sustainable income can be expected in retirement.

Find Safe Yield In The Bond Market Minefield

by Hugh R. Lamle

Carefully selected U.S. government agency mortgage-backed securities are an attractive alternative to intermediate and longer-term bonds.

Why Robos Will Help Your Practice

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Robo outfits are in a different business than financial planners, and many if not most of them will be out of business in the next few years.

The Greatest Man In The World

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Ron Chernow’s "Washington" shows us just how far the U.S. has come, through the prism of the one person who, more than anyone else, set us on our way.

Can’t Get A Date? Power Babes Tell You Why

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“Annual reviews” have become canned and uninteresting. Here are five reasons women might really want to attend one, says Gail Graham of United Capital.

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