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  • 4 Essentials A Advisor Should Have
    4 Essentials A Advisor Should Have

    The Client-Advisor Relationship Must NOT Be Overlooked

    Shocking stats continue to make news regarding America’s preparedness for retirement, including the fact that one of five citizens near retirement age have zero money put away for the golden years, according to statistics recently released from the Federal Reserve.
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  • Hot August: Russell U.S. Indexes Reflect Shift to Small-Cap Growth Outperformance
    Hot August: Russell U.S. Indexes Reflect Shift to Small-Cap Growth Outperformance

    U.S. Small Cap Valuations Have Decreased in 2014; Russell 2000® Index Turns Positive for the Year

    U.S. equity markets had a notable shift in performance during the month of August as of August 26th, with small-cap, growth-oriented stocks outperforming their large cap, value-oriented counterparts. In addition, current U.S. small cap equity market valuations as defined by one year ahead forecast price-earnings ratio have decreased more than 10% in 2014.
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  • Hesitation, Despite Pockets of Resilience
    Hesitation, Despite Pockets of Resilience

    Amid conflicting indicators, D&B downgrading real GDP forecast to 2.9%

    Dun & Bradstreet (NYSE:DNB), the world’s leading source of commercial information and insight on businesses, today released the September 2014 U.S. Economic Health Tracker which provides a monthly, multi-dimensional perspective on the U.S. economy, including small business health, total job growth, and overall U.S.
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  • The Psychology of Debt
    The Psychology of Debt

    Stress-Testing Canadians as They Plan to Pay Off Their Debts in Seven Years

    The BMO Financial Group, in Montreal, this week released a report on the psychology of Canadians, revealing how much debt they expect to take on within the next year, how long they expect to carry debt, and how it is affecting their daily life.
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  • Why Do Americans Find It So Hard To Talk About Money?
    Why Do Americans Find It So Hard To Talk About Money?

    Mum's the word on retirement planning

    When it comes to conversation, Americans would rather talk about their own death and the birds and the bees instead of talking with friends and family about money, and that more than two in five Americans have not spoken to anyone about their retirement. Those findings are highlighted in Northwestern Mutual's 2014 Planning and Progress Study, an annual research project that explores attitudes and behaviors toward finances and planning.
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  • Women Showing Greater Commitment to Retirement Savings
    Women Showing Greater Commitment to Retirement Savings

    MassMutual: Eclipsing men in responding to retirement savings initiatives, catching up on savings

    Women have long trailed men when it comes to retirement savings but new data from MassMutual Retirement Services shows that women are responding to the challenge and are closing the gap.
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  • LIMRA and LOMA Showcase Successful Social Media Campaigns
    LIMRA and LOMA Showcase Successful Social Media Campaigns

    How the industry is Incorporating new technology into its culture

    The 2014 LIMRA LOMA Social Media Conference for Financial Services hosted a number of forward-thinking speakers who offered interesting and thought-provoking views about how our industry should use social media to communicate and engage consumers.
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  • Significance of Consumer Driven Health Plans and Ways to Create a Substantial Health-Benefit Plan for Employees
    Significance of Consumer Driven Health Plans and Ways to Create a Substantial Health-Benefit Plan for Employees

    A concept to help with HSA plans

    Almost everyone is familiar with the standard group benefits provided to employees such as medical, dental, vision, life, and disability benefits. Wonder what’s that additional benefit that will impress your employees much to work harder and to trust you to the point of lower retention costs and high productivity?
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  • AIG Releases 2013 Corporate Citizenship Report
    AIG Releases 2013 Corporate Citizenship Report

    Commitment to long-term sustainability

    American International Group, Inc. (NYSE:AIG) today announced the release of its 2013 Corporate Citizenship Report, which showcases the company’s governance, environmental, and social performance, as well as its commitment to long-term sustainability.
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  • Ben Bernanke to Speak at 24th NIC National Conference
    Ben Bernanke to Speak at 24th NIC National Conference

    Former Fed Chair to discuss economic recovery and trends impacting seniors housing and care

    The National Investment Center for the Seniors Housing and Care Industry announced that Dr. Ben Bernanke, former chairman of the Board of Governors of the Federal Reserve System, will join NIC as the keynote luncheon speaker on Oct. 2, during the 24th NIC National Conference in Chicago, October 1 -3, 2014.
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  • For All Those New Female Entrepreneurs…
    For All Those New Female Entrepreneurs…

    the 5 C’s for Building a Successful Business

    by MARSHA FRIEDMAN

    Small businesses have made a huge recovery since the economic crash in 2008 and that’s good news for all of us. Since we account for 63 percent of new jobs, our success puts people back to work. That, in turn, helps us even more – people with paychecks buy stuff!
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  • ‘Crisis’ Management: Uncertainty & the Workplace
    ‘Crisis’ Management: Uncertainty & the Workplace

    A crisis, by any other name?

    by Nevin Adams, JD & Dallas Salisbury

    Whether it’s the looming retirement crisis some see (or see for some) on the horizon, the crippling impact of college debt on the finances (and future financial security) of younger Americans, or the health care crisis that the Patient Protection and Affordable Care Act of 2010 (PPACA) was designed to forestall (or that some say is destined to create), those at nearly every point of the political spectrum are challenged with the urgency of the need to address the “crisis.”
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