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August 29, 2017 By craig Leave a Comment

How to downsize your home without losing your mind

Senior move managers clean out the house, throw away or donate keepsakes and set up the new home.

August 29, 2017 By craig Leave a Comment

The Wall Street Journal: Yet another twist for retail as Best Buy and Amazon bring back the traveling salesman

Best Buy Co. and Amazon.com Inc. see the future of selling electronics—and it’s happening in your living room.

August 29, 2017 By craig Leave a Comment

FA Center: This financial adviser lost his office in a fire — but he didn’t lose a single client

Today, Kirk Francis counsels colleagues to treat their disaster recovery plan as a serious exercise rather than an annoying bureaucratic requirement.

August 29, 2017 By craig Leave a Comment

FA Center: Why measuring investment performance is trickier than you think

If financial advisers aren’t careful when comparing managers for their clients, they can inadvertently end up comparing apples to oranges.

August 29, 2017 By craig Leave a Comment

FA Center: For clients to get the most from fee-based annuities, you need to dig into the numbers

You can’t make a quick decision about whether to recommend fee-based or commissionable annuities without a careful examination of the costs, benefits

August 19, 2017 By craig Leave a Comment

Time to Short BKLN?

Brean Capital's Peter Tchir has a bunch of reasons why shorting the senior loan ETF now makes sense.

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