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  1. EUROPE MARKETS: European Stocks At Record High As BG-Shell Deal Ignites Energy Shares

    EUROPE MARKETS: European Stocks At Record High As BG-Shell Deal Ignites Energy Shares

  2. European stocks at record high as BG-Shell deal ignites energy shares

    European stocks at record high as BG-Shell deal ignites energy shares

  3. 5 Dos and Don'ts for Your Year-End Portfolio Checkup

    Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz.

  4. Dos and Don'ts for Combating Portfolio Sprawl

    Is a portfolio cleanup on your 2015 to-do list? Advice on getting rid of the right stuff.

  5. Dos and Don'ts for Year-End Tax Planning

    Tips for managing capital gains distributions, harvesting tax losses, and taking required minimum distributions.

  6. Dos and Don'ts for Leaving IRA Assets to Your Loved Ones

    Some strategies take maximum advantage of an IRA's tax-savings benefits.

  7. Dos and Don'ts for Leaving IRA Assets to Your Loved Ones

    Some strategies take maximum advantage of an IRA's tax-savings benefits.

  8. Dos and Don'ts of College Savings

    Knowing financial aid rules is key given the rising cost of higher education.

  9. FINRA & SEC Regulatory Exam Dos & Don'ts

    A slew of recent regulatory shifts is keeping examiners busy -- and advisors must know how to react when they get a call from FINRA or the SEC.

  10. Prospecting for New Clients: Do’s and Don’ts

    Be sure that the client knows who’s important during the meeting, and make sure you show it.

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