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Weekend Reads for Financial Advisors: Behavioral Finance, Retirement, and...
If you didn't get around to all the reading you had intended to, here's a quick roundup of some of the articles and video clips you may have missed. Read more
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Weekend Reads for Advisers: Retirement, Poker, and Prime Numbers
While the world has been focused on Syria, I've had my head buried in research on mandatory retirement savings programs for an upcoming Branch.com discussion that we plan to host in October. (Stay...
View ArticleOpportunities Gained Through Losses for Some
A discussion of the best 401(k) and new opportunities; Seth Klarman’s warning and permanent losses; and ISEEE white paper on emerging companies. Read more
View ArticleSimple, Safe, and Cost-Effective: Using a Core/Satellite Approach in Your 401(k)
Robert Martorana, CFA, explains why he thinks the core/satellite approach is the best way for advisors to manage balancing costs and benefits while keeping the client’s best interest in mind,...
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