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Practice Management

  1. How Many IRAs Should You Have?

    There are some legal mandates for keeping IRAs separate, as well as possible beneficiary- and investment-related reasons.

  2. Effectively Managing Ensemble Growth

    Minimize the potential headaches of your firm's transition to a true ensemble practice with these key best practices.

  3. Change Your Clients’ Thinking on Tax Refunds

    Tax refunds aren’t found money, and they should be considered part of investors’ long-term saving strategy.

  4. How Not to Operate a 401(k) Plan

    Recent ERISA case offers key takeaways for plan fiduciaries that receive revenue in exchange for providing services to their own retirement plan.

  5. When Things Aren't What They Seem: The Dangers of Representative Bias

    Mistakes can happen when investors project investing outcomes based solely on their own pre-existing ideas.

  6. Getting His Message Through

    Paul Winkler uses entertainment to teach the ideas of Fama-French to clients.

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