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  1. Here's a Reality Check for Investors Considering Tactical Funds

    Michael Herbst

    Given the number of emails and calls we're getting, we're not alone in wrestling with tactical asset allocation.

  2. Nonlisted REITs: Handle With Care

    Philip J. Martin

    When listed REITs offer so many benefits, it’s hard to go nonlisted, for now.

  3. 'SOSEPP' Problems

    Natalie Choate

    The "series of substantially equal periodic payments" exception to the 10% premature IRA distribution penalty is a tricky one.

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  3. A 'January Effect' for Bond Fund Flows

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  3. A Time to Take Stock in Your Bonds

    It's a good time to make sure your allocation to bonds still matches your goals and risk profile.

  4. Buffett's Lieutenants Impact Berkshire's Most Recent Purchases

    DIRECTV stands out among Berkshire's fourth-quarter stock purchases; IBM and Wells Fargo are other big buys.

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