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By Robert Scott Martin |
January 1, 2009
More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
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By Anita Dennis |
May 1, 2006
Several years ago, one of advisor Doug Neal's clients was facing serious tax consequences on some investments that had increased in value during the time...
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By Staff Writer |
November 1, 2003
Millard Fuller thought he'd given his young wife Linda everything she could possibly want. With a posh home in a tony neighborhood (and a maid...