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The Never-Ending Pursuit of Manager Alpha
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Hiring an active manager to pick stocks on your behalf isn’t the best idea. Very few, if any, have provided evidence that they can generate alpha on a consistent basis.
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How inflation affects Social Security
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Higher benefits resulting from a cost-of-living adjustment could be offset by bigger Medicare premiums and larger tax bills.
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To recruit more women advisers, industry needs to abandon sales culture
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A new report from Carson Group taps into the knowledge of 59 female financial planning executives.
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IRA trustees wipe out an inherited IRA
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A lifetime of accumulation and growth goes up in smoke because the beneficiaries don’t know the IRA trust tax rules. Advisers can help their clients avoid such colossal blunders
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Nobody Wants to Live in a Nursing Home
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The number of Americans age 85 and older is expected to top 19 million by 2050
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Why bond funds may be riskier than they seem
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Research claims many portfolios are misreported by managers to game rating system
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Lifelong anxiety about money
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How to override your lifelong anxiety about money.
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Merrill Lynch advisers leaving why
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Whether inclined to stay or to go, advisers owe it to their clients and themselves to pay attention to the subtle, but important, changes happening at the company
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What’s Ripping American Families Apart
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At least 27 percent of Americans are estranged from a member of their own family, and research suggests about 40 percent of Americans have experienced estrangement at some point.
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Annuity sales surge 39% in second quarter 2021
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Variable annuity sales surge 55% to $32.8 billion in Q2, marking the highest quarterly sales in that category in nearly six years, according to the Secure Retirement Institute
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