New Mexico

• Fluid Performance

  By Ed McCarthy, CFP  |  April 1, 2013

  Profits and dividends keep streaming from water company stocks.

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  Wirehouses, IBDs Post Final Recruiting Wins, Losses of 2012

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Morgan Stanley, Merrill Lynch and other firms saw a number of advisors come and go at year end.

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  11 Senators Unite on Resolution to Protect Retirement Tax Incentives

  By Melanie Waddell, AdvisorOne  |  December 7, 2012

  With fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.

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  A CFP’s Mission: Educate and Empower Clients

  By Jane Wollman Rusoff  |  October 24, 2012

  Growing up with five rambunctious older brothers and five frisky sisters is good enough reason why Cheryl Young excels at martial arts.

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  5 Unusual International Investing Tips From Thornburg

  By Joyce Hanson, AdvisorOne  |  October 22, 2012

  Thornburg Investment Management is building a reputation for itself as an international stock picker thanks to its portfolio managers' thoughtful—and unusual—views.

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  Young Advisor Reveals ‘Huge Opportunity’ to Grab Profitable Books of Business

  By Gil Weinreich, AdvisorOne  |  September 5, 2012

  "Fewer people are entering the business while more people are exiting due to age and retirement," says John Arnold of AXA Advisors, explaining his strategy.

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  BDs Beware: Social Media Privacy Laws May Conflict With FINRA Rules

  By Melanie Waddell, AdvisorOne  |  July 12, 2012

  “Legislation that limits access to social media information may pose significant challenges for a large number of broker-dealers,” lawyers from Sutherland Asbill & Brennan wrote in a Law360 article.

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  Earth, Water and Fire

  By Marlene Y. Satter, AdvisorOne  |  June 26, 2012

  The search for natural gas and oil found through the process known as hydraulic fracturing, or fracking, is fraught with controversy.

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  Medicare, Taxes, Retirement Are Targets in Hearing

  By Marlene Y. Satter, AdvisorOne  |  June 19, 2012

  Among the proposals was one to change the tax treatment of retirement plans.

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  IRS Guides Foundations in Making Investments

  By Michael S. Fischer  |  June 11, 2012

  The Treasury is giving private foundations that use program-related investments in the form of loans or capital investments a helping hand in deciding whether their investments qualify for beneficial tax treatment.