Features

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Surviving The Worst Case

by J. Michael Martin

Here‚s how new retirees can maintain withdrawals, even in a monstrous bear market.

Equal Isn't Always Fair

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Experts say dividing an estate equally among beneficiaries may be inequitable.

It's Their Vision, Not Yours

by Richard B. Wagner

We should help clients determine their goals, not try to impose our own.

Profession at a Crossroads

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Over the last five years, the number of people who are managing to earn a respectable living as independent financial advisors have climbed dramatically...

The Fiduciary Challenge

by Timothy Middleton and Evan Simonoff

The word "fiduciary" isn't a part of the mainstream lexicon ? yet...

Powerful Partners

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Like many of your other clients, they've got big money and big dreams. The big difference? She earns more than he does...

The Virtual Back Office

by Eva Marer

Like most financial advisors just starting out, Madelyn O'Connell seldom refused new business. Within four years, however, she had become a victim of her own success.

Tech Today, Tech Tomorrow

by Donald Jay Korn

Like wild and crazy college students, technology stocks have taken an extended spring break. But the drop of nearly 40% in the Nasdaq Composite has left John Ballen unbowed.

Soft Landing, Hard Landing

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Two of the nation's leading bond fund managers - William H. Gross, a PIMCO managing director, and Daniel J. Fuss, executive vice president, director and managing partner of Loomis, Sayles & Co...

Future Now

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Never before in human history have individuals been confronted with so many choices and opportunities...

Smarter Clients, Savvier Advisors

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If you've been slightly unnerved in a restaurant when you've overheard a few 20-year-olds or a few 80-year-olds discussing the implications of a strong durable goods orders number or a weak...

Stretching IRA Payouts Is No Snap

by Donald Jay Korn

Turn $1 million into $23 million - without winning the lottery or a dot-com IPO jackpot. In fact, all that needs to be done is earn a modest 10% per year for the next 40 years, much less than the...

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