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By Marlene Y. Satter, AdvisorOne |
November 14, 2012
This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.
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By Gil Weinreich, AdvisorOne |
October 17, 2012
Reinhart and Rogoff, economic historians famous for their book, "This Time Is Different," criticized economists advising the Romney campaign who misused their findings from their book on the recent economic recovery.
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By Danielle Andrus, AdvisorOne |
October 3, 2011
The Center for a Secure Retirement’s list of cities had several great choices and a few real head-scratchers.
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By Marlene Y. Satter, AdvisorOne |
March 15, 2011
A minimum of a two-year trend analysis on a client’s tax returns can pinpoint mistakes and opportunities.
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By Marlene Y. Satter, AdvisorOne |
March 14, 2011
Last year's Small Business Jobs Act increased Section 179 limitations to $500,000 and expanded the definition of qualified property for the 2010 and 2011 tax years.
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By Joyce Hanson, AdvisorOne |
October 4, 2010
New Jersey's Rutgers University School of Business-Camden and the Options Industry Council (OIC) announced new online course offerings in options for financial advisors. The hour-long courses are free of charge and accredited for continuing education.
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By Danielle Andrus, AdvisorOne |
September 30, 2010
The suicide rate for boomers is increasing, says a study published in the September/October issue of Public Health Reports. Researchers from Rutgers University and Emory...
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By Danielle Andrus, AdvisorOne |
September 28, 2010
The suicide rate among boomers is increasing, despite decades-long downward trend.
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By Robert F. Keane |
June 1, 2010
Harbor Lights Financial Group 2424 Route 34 Manasquan, New Jersey 08736 Phone: 732-528-4333 E-mail: info@hlfg.com Web site: www.hlfg.com Number of clients: 650 households AUM: $252 million Compensation: Fees and commission Number of advisors in...
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By Robert F. Keane |
November 1, 2008
Dennis K. O'Brien President & founder Coastal Financial Advisors 503 Casino Drive Farmingdale, New Jersey 07727 Phone: 732-683-2330 Web site: www.coastalfa.com Year firm established: 1999 Advisors in firm: 1 Number of clients: 25 Compensation: fee-only Client...