Recent News
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No energy on Wall Street
Falling energy stocks dragged Wall Street down, the Financial Times reports, with crude oil falling as far as $8 per barrel.
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Fixing dividend investment strategies
Josh Peters, editor of Morningstar DividendInvestor, asks the question "Is dividend investing broken?"
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Study shows defined-benefit pension could be retirement lifesaver
Households with both a defined-benefit pension plan and Social Security with savings are less likely to outlive their savings than households without a defined-benefit pension.
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Tax questions for selling concentrated stock
Clients with a deep aversion to tax liability may prefer the risk of owning large amounts one stock, but selling is often the easiest way to manage concentrated stock, says Tim Kochis.
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Durable goods do some good
Small victory, we know, but we'll take it.
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Client education
An educated client makes a good investor.
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Managing flaws in managed payout funds
Managed payout funds may cost more than you think.
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Major 'shake-up' to financial regulations expected for next year
"Major" changes to U.S. financial regulations are expected to gain pace by early next year as an expected Democratic-led Congress and administration try to safeguard public money put at risk by the Fed's recent rescue measures.
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Younger workers ready to fill boomer shoes?
As boomer corporate leaders and experts make a mass exodus toward retirement, there is likely to be a significant knowledge and experience gap left in the workforce.
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Multicultural consumers lag in financial product ownership
A "substantial" number of multicultural employees don't have jobs with retirement plans, according to new research from Synovate.
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Economists warn of age inflation
As if the U.S. economy needed any more inflation, a pair of economists have identified another type that could prove just as damaging to long-run U.S. growth as rising consumer prices: age inflation, according to the Wall Street Journal.
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Converting risk into return
Like most other things these days, convertibles funds aren't doing great, but they're not doing as badly as they could be.
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Advisors neglect tax management
According to an SEI Advisor Quick Poll, 95 percent of financial advisors aren't doing right by their clients regarding tax management, despite 97 percent saying they consider it while developing proposals for prospects.
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Independent RIAs say things are looking up
Optimism is rising among independent financial advisors, who, according to a new Schwab Institutional study, say they expect the S&P 500 to rise by the end of the year.
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Retirement saving increases
A study by Fidelity Investments found that despite economic pressures, Americans are saving more for retirement in 2008.
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Global recession fears up
According to a Merrill Lynch survey, almost one-quarter of fund managers think the global economy is in a recession, and almost one-half think one is coming in the next 12 months.
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Banks begin ARS buy-backs
As regulators investigate banks in the wake of the collapse of the auction rate security market in February, several have offered to buy back ARS from investors.
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Five tips for building a network
Make new contacts at conferences. Don't spend all your time with people who do the same thing you do. Look for people who complement your services.
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Economist: America's "knowledge revolution" fading
The high growth and innovation that have been the hallmarks of the nation's economy for the past two decades are coming to an end, Wells Fargo Senior Economist Eugenio Aleman tells the Silicon Valley / San Jose Business Journal.
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Risk assessment: Bridging the generational divide
CSO Online, a Web site and publication for risk assessment and security executives, says that corporations are constantly considering what makes different generations tick when it comes to recruiting and retaining employees.
Boomer Stat of the Week
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