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  1. Common Social Security Misconceptions

    Doug Nguyen and Andrew Salata of the Social Security Administration clarify retiree confusion about the impacts of age, marriage, divorce, and do-overs on retirement benefits.

  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. 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.

  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. Selected American Shares 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 ...

  4. Understanding Derivative Overlays, in All Their Forms

     

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