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By Editorial Staff |
February 22, 2013
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
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By Michael Finke |
February 22, 2013
The perception of the “fairer sex” as less willing to tolerate investment risk fits well with common stereotypes. But there’s more to this story.
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By Michael Finke |
November 21, 2012
Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.
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By Savita Iyer-Ahrestani, AdvisorOne |
October 24, 2011
If there’s one emotion that stands out as playing a major role in people’s investment behavior, it would be regret.
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By Steve Weydert, CFP, MS |
July 1, 2011
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By Danielle Andrus, AdvisorOne |
April 1, 2011
Professors Terrance Odean and Henry T.C. Hu have proposed a new kind of annuity; a product offered not by insurers, who can't promise they'll still be around to make payments, but by the federal government.