Paul Jacobs reminds investors not to neglect rebalancing their portfolios as they consider their strategy in 2014.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Ben Sullivan in Physician’s Money Digest
Ben Sullivan examines the risks and rewards of returning to the bond market.
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Ben Sullivan in USA Today
Ben Sullivan urges investors to be cautious with long-term bonds, despite a recent rally.
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Ben Sullivan in Retirement A Full Time Job
Ben Sullivan answers questions about bond investing in the current low interest rate environment.
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Ben Sullivan in Financial Advisor IQ
Ben Sullivan discusses the lessons financial advisers can learn through study or travel abroad.
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Anthony Criscuolo in MainStreet
Anthony Criscuolo cautions that retirees with overly defensive investment strategies may suffer outsize consequences from rising inflation.
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Anna Pfaehler in DepositAccounts.com
Anna Pfaehler reminds retirees that homeownership can become more expensive when owners’ income tax situations change.
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Shomari Hearn in MainStreet
Shomari Hearn suggests some basic year-end housekeeping for your estate plan.
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ReKeithen Miller in The Real Deal by RetailMeNot
ReKeithen Miller shares advice for tuning up your finances at the beginning of a new year.
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Ben Sullivan in Minyanville
Ben Sullivan explains that the purported benefits of actively managed mutual funds can be outweighed by the added costs.
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