by GEORGETTE JASEN
December 3, 2012
FUNDAMENTALS OF INVESTING
Most people in their 20s aren't planning for when they will leave the workforce. That's a big mistake.
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By ELIZABETH ODY
BARRON'S PENTA
December 3, 2012
The last moves to make as the golden age of gift...
By JACK HOUGH
December 3, 2012
Municipal bonds are not the bargain they were two years ago, but ther...
by MICHAEL A. POLLOCK
Investing in Funds: A Monthly Analysis
December 3, 2012
Yield...
By TATIANA SERAFIN
BARRON'S PENTA
December 3, 2012
Parents who have children with disabilities ne...
by LESLIE SCISM and JOE LIGHT
Insurance
November 17, 2012
In the next few years, mi...
by DORIANNE PERRUCCI
December 3, 2012
PORTFOLIO STRATEGY
Getting a guaranteed income stream could giv...
by HARPER WILLIS
November 13, 2012
WEALTH MANAGEMENT
The 76-year-old retiree had a taxable estate wor...
by HARPER WILLIS
November 13, 2012
WEALTH MANAGEMENT
The 76-year-old retiree had a taxable estate worth more than $10 million. He and his wife had less than a year to take advantage of the $10.24 million gift and estate tax exemption before it expires at the end of 2012, but the husband's portfolio was made up of real-estate holdings that he depended on for income.
by DORIANNE PERRUCCI
December 3, 2012
PORTFOLIO STRATEGY
Getting a guaranteed income stream could give you the freedom to take a little more risk elsewhere.
by LESLIE SCISM and JOE LIGHT
Insurance
November 17, 2012
In the next few years, millions of savers are in for a surprise that could cost them tens of thousands of dollars now—or hundreds of thousands later.
By TATIANA SERAFIN
BARRON'S PENTA
December 3, 2012
Parents who have children with disabilities need to care for them over the long term. Special-needs trusts will help do the job.
by MICHAEL A. POLLOCK
Investing in Funds: A Monthly Analysis
December 3, 2012
Yield-starved investors can take on too much risk. Here's a better course.
By JACK HOUGH
December 3, 2012
Municipal bonds are not the bargain they were two years ago, but there's still good value to be had, especially compared to U.S. Treasuries. Some dos and don'ts.
By ELIZABETH ODY
BARRON'S PENTA
December 3, 2012
The last moves to make as the golden age of gift-tax exemptions comes to an end.
by GEORGETTE JASEN
December 3, 2012
FUNDAMENTALS OF INVESTING
Most people in their 20s aren't planning for when they will leave the workforce. That's a big mistake.
by JULIE STEINBERG and JOE LIGHT
October 19, 2012
WEEKEND INVESTOR
Some people have dubbed them "alternative alternatives."
After a decade of up-and-down stock-market returns and widespread fears that the bull market in bonds could turn into a bubble, money managers are pitching new asset classes—from wine to musical instruments—that investors can use to diversify their holdings.
by RUTH SIMON and JESSICA SILVER-GREENBERG
June 04, 2011
Weekend Investor
The Clouds Haven't Quite Parted, But the Long-Term Case for Home Ownership Is Looking Stronger.
SOCIAL MEDIA SAMPLE
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by DAVE KANSAS
August 13, 2011
Weekend Investor: Upside
The past couple of weeks have provided no shortage of drama: the debt-ceiling debate, a ratings downgrade of the U.S., questions about European banks and wild swings in the stock market. It all makes for a lot of sleepless nights.
SOCIAL MEDIA SAMPLE
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By A.D. PRUITT
July 13, 2011
Strong Earnings Expected in Haven From Global Troubles.
•Read more... Link•by SUZANNE MCGEE
February 21, 2011
Our annual listing of America's top 1,000 financial advisors reveals a reshuffling of the top ranks. Who's No. 1 in your state?
by VITO J. RACANELLI
February 14, 2011
..And the Award Goes to Apple!
A fall from grace is both difficult to watch and morbidly fascinating. Whether the subject is a person of high regard or a greatly respected company, often it is impossible to look the other way.
by MICHAEL SHARI
February 7, 2011
Two straight years of strong returns have made fund investors more comfortable with risk. Don't get too comfortable.
by J. ALEX TARQUINIO
February 1, 2011
As most funds struggle to beat the market, we found a dozen managers who have come out ahead year after year.
by SUZANNE MCGEE
August 29, 2011
Includes Top 100 Independent Financial Advisors 2011 Ranking
Our Special Report on Independent Financial Advisors points out that independent financial advisors are coping with major challenges in the market: preserving clients' wealth and also seeking returns. Here, we look at how five are doing it.
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