Sue Stevens
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Managing Cash in Retiree PortfoliosFinancial planner Sue Stevens says her practice has adjusted its cash-management strategy given the volatility in Europe and continued likelihood for low rates.
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Portfolio Strategies for Today's Tough Bond Market
Stevens Wealth Management CEO Sue Stevens is optimizing diversification among muni, corporate, and Treasury bonds, as well as individual bonds and bond funds.
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Keeping a Lid on Europe Exposure
Stevens Wealth Management CEO Sue Stevens says the firm changed its holdings last year to decrease Europe exposure.
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Talking Investors Down in Volatile Markets… some concrete tips for navigating volatile markets is Sue Stevens . She is the CEO of Stevens Wealth Management. Sue, thanks so much for joining us. Sue Stevens : Thanks. I'm delighted to be here. Benz : Sue …
the phone to discuss some concrete tips for navigating volatile markets is Sue Stevens . She is the CEO of Stevens Wealth Management. Sue, thanks so much for joining us. Sue Stevens : Thanks. I'm delighted to be here. Benz : Sue, imagine that I am a client who calls you up. The market -
Finding Investment Treasures in International Markets
… Curt Morrison (stock analyst) Fund Spy , by Russel Kinnel, director of fund research Improving Your Retirement , by Sue Stevens , director of financial planning The Short Answer , by Christine Benz, associate director of fund analysis Site Map …
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Morningstar's Risk Control Week
… Beware the Less-Obvious Risks in Your Portfolio Understanding Currency Risk The Top Risk Factors for College Savers Sue Stevens : Risk of Denial and Extremes on a Financial Plan Frank Armstrong: Investors' Biggest Risk: Themselves Ross Levin …
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High Anxiety
… then sell decisions will be surprisingly easy. (For more about developing a plan for monitoring a portfolio, read Sue Stevens ' article on "Creating Your Investment Policy Statement" .) A key part of making good sell decisions is staying current …
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Roth Conversion 2010
… Decide if you want to do a partial or full conversion. 7. Identify where the money will come from to pay that tax. Sue Stevens is President and Founder of Stevens Wealth Management, an asset management firm ( www.stevenswealth.com ), and …
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Six Ways to Limit Uncle Sam's Take
… able to deduct as much as $3,000 in capital losses against your income. Morningstar's financial planning expert Sue Stevens explains how you can harvest your portfolio's gains and losses here . Conclusion Tax considerations are important …
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How to Control Your AMT Exposure
… considerations should most certainly be in the mix too. To help you sort through the variables, check out my colleague Sue Stevens ' informative article, "Stock Option Basics." And even if you're a dedicated do-it-yourselfer, the topic …