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Financial Advisor November 2007 Marla Brill	Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past.
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The Motley Fool November 2, 2004 Roger Nusbaum	Is the Election Really Uncertain? History does not support the notion of a real rally when the election ends.
On Wall Street October 1, 2012	Five Questions with Tim Steffen The director of financial planning at R.W. Baird, Tim Steffen, discusses the upcoming elections, what changes to the fiscal landscape are possible, and how advisors should steer clients through the uncertainties and tax issues.
Financial Planning April 1, 2008 Marion Asnes	Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs.
Financial Planning February 1, 2011 Donna Mitchell	Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
Financial Planning July 1, 2007 Gene Fama Jr.	Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income.
On Wall Street September 1, 2012 Matthew Lemieux	Market Uncertainty Drives Investors Toward Index-Based Equity Funds European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds.
Financial Advisor September 2008 Kenneth P. Brier	Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action.
On Wall Street February 1, 2012	Five Questions With Hans Olsen As the Republicans move closer to choosing a candidate to run against President Barack Obama, Hans Olsen talks about his firm's research into the psyche of the American consumer and how investors should look at this year's presidential election.
On Wall Street October 1, 2011 Don Schreiber, Jr.	The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk.
Financial Advisor December 2007 Alan Lavine	Cautious Optimism Most equity managers are expecting a soft economy in 2008, but how sluggish it will be is subject to disagreement.
The Motley Fool January 14, 2004 Robert Brokamp	Election Year Investing How will the upcoming elections affect the stock market?
Financial Planning September 1, 2007 Somnath Basu	Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond.
Financial Advisor November 2008 Ken Ziesenheim	The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned.
U.S. Banker November 2006 Susanne Trimbath	Me Worry? Yeah, It's not too soon to worry about what will happen to the economy in a presidential election year
On Wall Street September 1, 2012 Elizabeth Wine	Predicting the Presidential Election with the Rise in the S&P 500 With a few months to go in the presidential campaign, pundits are poring over every scrap of new economic data-notably, unemployment-for a clue as to whether President Barack Obama will be reelected. But the best predictor, many say, is the stock market.
American History December 2007	Letter From American History Over the course of the next 12 months a presidential election unlike any we've seen in American history is likely to unfold.
Financial Advisor November 2011 Eric Rasmussen	Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die.
The Motley Fool November 1, 2004 Mathew Emmert	Presidential Portfolio Potluck What the candidates are bringing to the tax table.
InternetNews January 17, 2007 Nicholas Carlson	Voter Visits to The Web Double The number of Americans using the Internet as their main source of political news doubled since the last mid-term election. But did the move online change the way politics work?
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
On Wall Street October 1, 2008 Frances A. McMorris	Proving Your Worth in Today's Tough Markets As we head into the final months of the year, volatility in the markets remains unchecked. Now is the time for advisors to prove their worth to their clients.
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
The Motley Fool November 10, 2004	Election-Year Investing Tips Ignore the donkeys and elephants, and watch the bulls and the bears.
HBS Working Knowledge April 15, 2015	Why Americans Voted for an Income Tax Matthew Weinzierl looks at the justifications for the United States income tax and whether it is an unfair burden or fair payment for services rendered.
The Motley Fool December 1, 2005	Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
Registered Rep. April 24, 2015 Mark Miller	Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy.
On Wall Street April 1, 2010	Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.
The Motley Fool January 18, 2005 John Reeves	Opportunity Knocks President Bush wants to reform Social Security. What does that mean for your retirement?
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
The Motley Fool March 15, 2004 Selena Maranjian	Accounting for Inflation Learn how inflation (and taxes) can eat up your profits.
The Motley Fool September 10, 2008 Chuck Saletta	Retire With a Real Million Bucks How can you invest your savings to earn returns that get you to that magic number?
Entrepreneur October 2008 Andrea Cooper	Why This Election Matters To You McCain and Obama weigh in on health care, taxes and the economy.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
On Wall Street February 1, 2012 John Diehl	Using Predictable Income To Strengthen Client Ties Advisors who help clients meet their basic living expenses and other needs by turning assets into streams of predictable income may see their clients' degree of trust and confidence increase if the financial recommendations deliver as proposed.
The Motley Fool September 9, 2008 Dan Caplinger	How Will November Affect Your Portfolio? It's far too early to guess who'll win the election in November. But it's never too early for investors to worry about what impact it could have on the stock market -- especially when it comes to proposed tax changes.
The Motley Fool June 21, 2011 Chuck Saletta	Your Cash Is at Risk You can manage risk but not avoid it completely. Stocks, with all their volatility, can actually be less risky than cash.
Financial Planning August 1, 2012 Joseph Lisanti	Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
The Motley Fool November 7, 2011 Morgan Housel	1 Year From Election Day: It's the Economy, Stupid Let the countdown begin.
Financial Planning February 1, 2013	Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
Financial Advisor October 2012 Roy Diliberto	Cash Flow In Retirement Clients take a different view than advisors.
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
The Motley Fool January 10, 2012 Jeremy Bowman	Stocks and Election Years -- What's the Connection? Wall Street loves looking to the past. Are there any lessons to be learned from election year patterns?
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.