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By Marlene Y. Satter, AdvisorOne |
January 18, 2013
Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.
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By Marlene Y. Satter, AdvisorOne |
September 5, 2012
Greeks could be forced into harsh new labor regulations as part of the terms of its bailout, according to a leaked letter from the so-called troika of the EC, ECB and IMF.
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By Marlene Y. Satter, AdvisorOne |
May 21, 2012
Greece should remain in the eurozone despite its financial woes, according to a communique issued by the G8 gathering at Camp David during the weekend.
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By Marlene Y. Satter, AdvisorOne |
February 7, 2012
Move over, Wizard of Omaha. You’ve got company–the Wizard of Little Whinging. Actor Daniel Radcliffe, best known for his portrayal of wizard Harry Potter, has come out in favor of taxing the wealthy, himself included.
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By Marlene Y. Satter, AdvisorOne |
September 8, 2011
This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.
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By Steve Weydert, CFP, MS |
August 24, 2011
Readers of “Rx for Disability” (Investment Advisor, July 2011) may come away with the mistaken impression that it is difficult for today’s medical and dental professionals to obtain individual disability income insurance coverage that meets the article’s so-called “gold standard.”
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By Marlene Y. Satter, AdvisorOne |
March 16, 2011
The danger of radiation sent foreign bankers looking for physical safe havens on Wednesday, as worries continued over the potential for nuclear meltdown at Japan’s earthquake-damaged reactors. Prices for evacuation flights had risen by as much as 25%.
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By Marlene Y. Satter, AdvisorOne |
March 2, 2011
Roubini Global Economics issued a report on Monday that theorized muni bonds were in for a fall—a big fall, to the tune of some $100 billion—over the next five years, as state and local governments default on obligations.
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By Marlene Y. Satter, AdvisorOne |
October 27, 2010
The EU is planning on instituting a 6% budget increase at the European summit meeting on Thursday in Brussels, but Britain is not happy about it and its prime minister plans to put a stop to it.
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By Joyce Hanson, AdvisorOne |
October 5, 2010
Insurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.