Marlene Y. Satter

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  Why Emerging Markets? Growth, Demographics and Yield

  By Marlene Y. Satter  |  March 19, 2013

  They’re a study in contrasts when compared to developed markets, says Chad Carlson of Balasa Dinverno Foltz.

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  Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013

  By James J. Green, AdvisorOne  |  March 1, 2013

  For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Foreign Investing Is No Longer “Risky Business”

  By Marlene Y. Satter, AdvisorOne  |  January 29, 2013

  If you ask Frank Armstrong how long he’s used foreign investments in client portfolios, he’ll say “since inception.” He’ll go on to say that of the firm’s $650 million under management, 50% of equity assets are in foreign holdings—a strategy that in 1993, when he launched Investor Solutions, was considered...

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  Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update

  By James J. Green, AdvisorOne  |  March 22, 2012

  AdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.

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  New Hire Roundup: Neuberger Berman Taps Modigliani; BNY Mellon Appoints Masih

  By Marlene Y. Satter, AdvisorOne, Joyce Hanson, AdvisorOne  |  May 11, 2011

  Aviva Investors enters market, New York Life names regional VP, Pawlich heads office for AUL Retirement.

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  Warren Buffett and Bill Gates Talk Taxes and Philanthropy

  By Marlene Y. Satter, AdvisorOne  |  November 30, 2010

  Warren Buffett, Bill Gates, Ted Turner and Tom Steyer tell Christiane Amanpour why the prospect of higher taxes aren't so bad.

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  Five Most-Read Stories: LPL's IPO, VA Guide, Taxes on Wealthy

  By Editorial Staff  |  November 19, 2010

  AdvisorOne's Most Read Stories for the week of Nov. 13-19, 2010 include the LPL IPO and a new guide to evaluating VAs.

• Top 5 Most Read Stories: LTC Tax Changes; PIMCO's Gross on Bond Market

  By Editorial Staff  |  November 12, 2010

  These are AdvisorOne's Top 5 Most Read Stories for the week of Nov. 8.

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  AdvisorOne’s Top 5 Most Read Stories of the Week

  By Editorial Staff  |  November 5, 2010

  These are AdvisorOne's Top 5 Most Read Stories for the week of Nov. 1.