Finance
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Do you really understand what your client is going through?Dec 24, 2015 12:00 am - It is inevitable. As a professional with long-term clients, soon or later you will be face-to-face with a client in grief or transition. What do you do? What do you say?...
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at corporate retirement plansDec 23, 2015 12:00 am - As we welcome the New Year, it's important to review any changes you may want to make to your corporate retirement to get a jump start. With this in mind, here are ten t...
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Trying to outsmart markets? You're your worst enemyDec 23, 2015 12:00 am - With TV, the Internet and smartphones, news of the financial markets and economy is available more now than ever before. This never ending flow of information has invest...
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A look at investing in volatile marketsDec 23, 2015 12:00 am - After six years of fairly steady gains, the markets are, once again, showing us that stock prices can also fall - and fall fast. As an investor who is depending on your ...
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Looking at some wealth management mythsDec 22, 2015 12:00 am - Myth #1: Investing is planning The biggest misconception we face as trusted advisers is the common thought that wealth management is simply or only investing. To th...
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Five ways to attract, keep key employeesDec 22, 2015 12:00 am - In a strengthening job market, your best employees are in increasingly greater demand and companies are offering more than just a higher salary to attract the cream of t...
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Why it's so hard for you to afford a rental
Dec 20, 2015 6:32 am - Last year in America, the median asking rent for a newly built apartment was an astonishing $1,372 a month. That's about 50 percent more than the typical rent nationwide...
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Analysis: What the Fed rate hike could mean to mortgage borrowers
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Why the Federal Reserve rate hike shouldn't bother you much
Dec 20, 2015 6:31 am - WASHINGTON - For anyone considering whether to buy a home or car, the Federal Reserve's interest rate increase Wednesday shouldn't make much difference. The rates that m...
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Now's the time to grab those zero percent card deals
Dec 20, 2015 6:00 am - NEW YORK — The offers are everywhere: Transfer your credit card balance and pay no interest for 12, 15, even 21 months. But what seems ubiquitous now will become less co...