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Results for: Ben Mattlin

Advisors Recommend Buying Bonds Now, Before Rate Cuts

With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.

February 20, 2024

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

February 13, 2024

Lights! Camera! Advisors Discover The Power Of Video Marketing

These advisors are producing videos to reach out to potential clients.

February 5, 2024

Get Ready For Higher RMDs This Year

A good year in the markets also means higher required distributions from retirement accounts.

January 31, 2024

Advisor Gets 18 Months For Ripping Off NYC Police Union

The advisor and the union's president conspired to steal money from the fund for eight years.

January 18, 2024

Client Accuses Ameriprise Of Selling Him Almost $800,000 In 'Unsuitable' Annuities

John R. Marshall said he was put in the products by a now deceased Ameriprise rep he trusted.

January 17, 2024

Lessons That Financial-Planning Courses Don't Teach (But Should)

Veteran advisors talk about the lessons they've learned through years of experience.

January 11, 2024

What To Do About Financial Advisors In Cognitive Decline

Most firms are unprepared for the potential mental deterioration of their key professionals.

January 8, 2024

What Veteran Advisors Wish They Knew Early In Their Careers

Advisors share the lessons they've learned after years of serving clients.

January 2, 2024

Is It Time For Dividend Stocks?

Many experts are bullish about sectors that have been out of favor.

December 6, 2023 - FAMAG
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