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  1. Be Sure to Understand Your Medicare Rules

    The Social Security Administration's Doug Nguyen and Andrew Salata clarify misconceived Medicare rules, including premiums, enrollment dates, differences from Social Security, and more.

  2. Dark Clouds for the Economy?

    Morningstar's Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.

  3. What Does the Sequester Mean for the Economy?

    Morningstar's Bob Johnson puts the $85 billion of spending cuts into short- and long-term perspective.

  4. Worrisome Trends for Retirees

    Morningstar's Christine Benz addresses who sequestration will and won't affect, changing prices for long-term care, and a timely mortgage-paydown strategy.

  1. ‘Blue Book' Gives Green Light to High-Income Roth Accounts

    Among the provisions of the new tax law is the introduction of in-plan Roth conversions for participants of employer-sponsored retirement plans. This provision may be especially valuable to high-income clients, according to Thomson Reuters.

  2. Advisors and Technology: A Love-Hate Relationship

    Experts at TechLeaders 2013 share reasons why this trend may—or may not—be changing.

  3. 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 ...

  4. Fisher Investments View on Energy Equipment and Services: Four Positive Drivers

    This article constitutes the general views of Fisher Investments as of the publish date of the article and should not be regarded as personal investment advice. No assurances are made we will continue to hold these views, which may change at any time based on new information, analysis or ...

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