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Investing Secrets of the Ultra-Wealthy
Tweet Share on Facebook May 31, 2012 Comment (6)Pssst. Want to know a secret? Want to know how the ultra-affluent ($30+ million) are managing their money in unstable times like these? You may be surprised to learn that they invest a whole lot differently than you or your adviser.
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Financial Strategies for a Lifetime
Tweet Share on Facebook May 31, 2012 Comment (5)As you move through life, different financial issues will be of primary concern at various stages. Your financial concerns when you start your first job will be very different from your concerns as you approach retirement age. Some tips to consider along the way include:
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Taking the Anxiety out of 401(k) Investing
Tweet Share on Facebook May 29, 2012 CommentA watched 401(k) never boils.
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Investing in Alternatives
Tweet Share on Facebook May 25, 2012 Comment (2)Alternative investments are becoming more common among retail investors.
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Rollover Options You Can't Afford To Miss
Tweet Share on Facebook May 24, 2012 Comment (2)Have you retired, lost your job, or changed to a new job? If so, what have you done with your retirement plan? Most people think there are only two choices with their retirement savings, but in reality, smart investors learn that there are actually six choices after a job change. Before you sign on the dotted line, make sure you evaluate ALL of your rollover options:
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Some Lessons From the Facebook IPO
Tweet Share on Facebook May 23, 2012 Comment (1)I have no idea whether Facebook stock will ultimately pan out to be a solid investment. In the short term, the stock is in the red following its IPO debut. A few thoughts:
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401(k) Investing: Getting Personal
Tweet Share on Facebook May 22, 2012 CommentThis is a good chance for me to remind you that the markets are not out to get you or your 401(k) investments. If I tried to tell you that during times of extreme economic turmoil, you might not believe me.
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How Much Should You Save for a Comfortable Retirement?
Tweet Share on Facebook May 18, 2012 Comment (3)Your mindset is very important with respect to saving for practically anything, but it’s especially important for retirement, because saving for a successful retirement is a “liability.”
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Investing Like a Poker Player
Tweet Share on Facebook May 17, 2012 Comment (3)On a recent business trip to Pittsburgh, PA, I had the pleasure of hanging out with one of the best advisers in the country, Michael Reese from Michigan. But it wasn’t his financial prowess that impressed me; it was his mastery of poker. That’s right, poker. So, it got me thinking: Can investors do better if they start to think like poker players? I say yes.
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Why Are Younger Workers Attracted to Guaranteed Income?
Tweet Share on Facebook May 16, 2012 Comment (2)According to a survey by The Hartford, the younger the worker, the greater the attraction to having the ability to take at least a portion of a retirement account as guaranteed income. A high percentage of workers in all age ranges found this appealing, but the greatest appeal was among workers under the age of 30, with 95 percent of these workers responding affirmatively to the survey.













