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Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.
As medical economics change for the worse, both physicians (and their financial advisors) are getting organized.
One-person advisory firms can stand out when they outsource and use technology effectively.
Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today.
Before discussing investments, an advisor should talk with clients about their goals and concentrate on how to build long-term relationships with them.
Here are some real-life examples of what can happen when you sell your advisory practice.
The maker of Finance Logix, a financial planning application, has been consistently improving it.
Investors who snatched up distressed debt made big money in 2009. Some opportunities remain.
Despite its basket-case reputation, some smart investors like Japan.
The middle of the year is a good time to re-evaluate ETF portfolios and do fine-tuning.
Regulators are concerned that too many retirees searching for higher dividends may be investing without understanding the risks.
Health-care reform gave birth to new income tax laws that are crying for attention.
Despite political issues, the Chinese market will remain strong and could buoy U.S. stocks, says this manager.
How do we bring better investment success to the 401(k)? For one, participants need help from financial advisors.
The once-hot cleantech sector tries to reignite investor interest.
Socially conscious and faith-based investing find a home at the giant brokerage.
It's easier to contribute to retirement accounts than it is to manage them for withdrawals.