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  1. 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.

  2. 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.

  3. Bargains Lacking for Dividend Funds

    Recent Morningstar research shows that while some buys exist across the equity fund universe, many areas, such as dividend-paying stocks, are close to fully valued.

  4. These Funds Are Hidden Gems

    These three highly rated, undiscovered funds--two small-cap and one large--are some of Morningstar's favorites.

  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. Understanding Derivative Overlays, in All Their Forms

     

  4. Lump sum payouts for Social Security? Yep

    Some retirees qualify for up to six months of retroactive benefits; pay for those larger items

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