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What Can Investors Do With A Lump Sum
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One of the biggest challenges investors will face is the question of timing: “If I have a significant amount of cash, when is the best time to invest it?” .
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Six Perennial Mistakes Retirees Make
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Julia Valentine, author of “Joy Compass: How to Make Your Retirement the Treasure of Your Life”.
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Real Estate May Need Renovation But Is Still A Good Diversifier
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Investors are skittish about real estate investments due to the beating that the sector has taken over the past few years, but alternative-investment managers say that real estate has some features that make it worth another look.
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Is Portfolio Theory Dead, Markowitz Stands His Ground
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Nobel laureate says modern portfolio theory remained valid during 2008 financial crash.
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10 Ways Boomers Can Avoid Savings Shortfalls In Retirement
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What’s scarier than dying? Outliving your savings, say scores of Baby Boomers.
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Asset Allocation Is As Much An Art As A Science
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Whether asset allocation is of overwhelming importance or only the most important decision managed by a fiduciary is a minor distinction.
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Questions To Ask When Picking A Financial Adviser
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Knowing what questions to ask is crucial to beginning the process of finding someone who will fit your needs.
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The Myth Of Good Debt
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The economic crisis and the tepid pace of the recovery have left millions of Americans deep in debt. And amid this slow recovery, many are struggling to make minimum payments to keep ahead of creditors.
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Social Security: The Cheapest Annuity In Town
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The Center for Retirement Research at Boston College has just released a new study that shows that the best way for people to turn their 401(k) balances into a stream of income is to “buy” an annuity from Social Security.
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Raising The CFP Profile CEO Kevin Keller Discusses Enforcement
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When Kevin Keller left the Association for Financial Professionals for the top spot at the Certified Financial Planner Board of Standards in 2007, the organization, then based in Denver, faced a crisis of confidence – internally and externally.
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