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By James J. Green, AdvisorOne |
November 1, 2008
"The bottom line is you need to ask about return on investment, and specific experience with investment advisors," cautions Doug Gray, vice president of learning...
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By Kara P. Stapleton |
November 1, 2008
"Basically, I felt stuck," recalls Matthew Keeling, a planner at Keeling Financial Strategies, in Mashpee, Massachusetts. "I knew what I wanted to do. I knew...