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By Jane Wollman Rusoff |
December 26, 2011
WRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were “check enclosed.” The three most beautiful words for winning financial advisory clients are “I get it!”
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By Jane Wollman Rusoff |
December 26, 2011
At 31, Marcia Mantell was thrilled to step into retirement. Not her own — but the burgeoning financial services’ retirement industry. The year was 1992.
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By Jane Wollman Rusoff |
November 23, 2011
Our expert panel — John Buckingham, Kenneth L. Fisher, Jeffrey Gundlach, Robert Rodriguez — sees turbulence and opportunity in the year ahead, as history makes clear that presidential election years are usually favorable for the securities markets.
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By Jane Wollman Rusoff |
November 11, 2011
If enacted, two major tax-reform proposals aimed at shrinking the federal deficit would reduce 401(k) plan contributions and likely send retirement account balances tumbling, according to the nonpartisan EBRI.
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By Jane Wollman Rusoff |
October 26, 2011
Back in 1976, while other teenagers had started obsessing over the newest style of music, punk rock, 16-year-old Louis M. Ricciardi was grooming himself to be a financial advisor. Hipping classmates to the Rule of 72, he was touting the benefits of investing at a young age.
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By Jane Wollman Rusoff |
October 26, 2011
Financial advisors-in-training must be ambitious, gutsy and thrive on hard work. That’s just for starters. And who is best qualified to guide these rookies on their challenging journey to profit and prosperity? Somebody who’s walked miles and miles in their shoes: in other words, a caring mentor.
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By Jane Wollman Rusoff |
October 20, 2011
Legendary money manager Rodriguez says structural changes are key to our fiscal revival but doubts the country's political will to make them.
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By Jane Wollman Rusoff |
September 29, 2011
That new kid on the block with the monogram “ETF” isn’t just passing through town — the exchange-traded fund is here to stay. And what’s been hyped for three years as the next big thing in the hot ETF market, actively managed ETFs, may soon spark major change, when Pimco...
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By Jane Wollman Rusoff |
September 1, 2011
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By Jane Wollman Rusoff |
September 1, 2011