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  1. The Friday Five

    Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.

  2. The Friday Five

    Five stats from the market and the stories behind them. This week: Berkshire's stake in a $28 billion deal, Avon's not-so-pretty 1% sales growth, and more.

  3. Despite Recent Compromise, No Long-Term Tax Certainty

    Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.

  4. Time for the 3% Withdrawal Rule?

    Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David Blanchett.

  1. A Taxpayer’s Guide to 2013

     

  2. 8 Great Tricks for Effective Client Events

    Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.

  3. Investing in a Low-Growth World

     

  4. Clipper Fund Annual Review 2013

    This report includes candid statements and observations regarding investment strategies, individual securities, and economic and market conditions; however, there is no guarantee that these statements, opinions or forecasts will prove to be correct. Equity markets are volatile and an investor may ...

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