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Top 10 Social Media Tips Financial Advisors Need to Know

Tue, 25 Nov 2014

With a well-executed social media plan, current and prospective clients will see you as a trusted friend and ally--and when they need your services, they will call on you.

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  1. A Rare Time for Wide-Moat Stocks?

    StockInvestor editor Paul Larson details recent changes to Morningstar's Wide Moat Focus Index, noting how the rally in wide-moat names could have them more fairly priced than lower-quality stocks.

  2. How to Learn From When Buffett Sells

    Adopting Buffett's very-long term perspective can help individual investors focus on what is important, says Morningstar's Paul Larson.

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  5. New Year, New Moat Ratings for These Stocks

    Competitive advantages improved for one health-care firm, while a spin-off at another narrowed its moat, says Morningstar's Paul Larson in his discussion on recent moat-rating upgrades and downgrades.

  6. Dividend, Buyback Queries Dominate Start of Meeting

    Morningstar's Paul Larson and Drew Woodbury give their take on the first-half of the Berkshire Hathaway annual meeting.

  7. Wide Moat Focus Index Unfriends Facebook

    It's all aboard for CSX, among others, in the index's quarterly rebalancing.

  8. Finding High Ground During the European Debt Crisis

    We don't know what the end game in Europe is yet, but these firms should be able to withstand the flood, says Morningstar's Paul Larson and Dave Sekera.

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