Expert Views Articles

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Three Visual Ways To Educate Clients In A Bull Market

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In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations. Here's some help.

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What Causes Big Recessions?

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A few economists are reviving a theory that has been oddly omitted for 50 years, says this commentator.

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Medicare Annual Enrollment Opens Doors For Myth Busting And Reality Checks

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Medicare's annual enrollment period is an opportunity for financial advisors to shine by helping to correct basic misperceptions and misunderstandings about the program.

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Five Steps To Helping Divorcing Clients

by Joseph Cordell

A knowledgeable financial advisor can help divorcing spouses by offering them realistic financial solutions.

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Maximizing Social Security Benefits Using Advanced Distribution Strategies

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More financial advisors should become familiar with these strategies to get clients the most in benefits, says this advisor.

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When History And Asset Allocation Collide

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A CIO offers a new paradigm for generating enough retirement income for clients.

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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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New Evidence Shows Frequent Flyers May Face Big Health Risks

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New scientific evidence is making accusations more credible that airplane cabin air kills, says this columnist.

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Only Bernie Madoff Spends Assets

by Mark Hurley

AUM is an absurdly overused statistic in the advisory world that says little about the quality of the profession's participants, says Mark Hurley, founder and CEO of Fiduciary Network.

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Why You Should Have A Risk Conversation With Clients Now

by Alex Potts

Bear markets are a normal and temporary part of the market cycle, but human behavior can make these episodes especially painful.

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