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Asset Allocation

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Active vs. Passive Management

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Risks of the Bond Market

For the past several years, bond investors have done very well, but concerns are on the rise regarding the outlook for bonds. In this report, Daniel» E-Mail This     » Add to Del.icio.us

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Retirement Planning: Social Security

This report, one in a series on Retirement Planning, focuses on Social Security. Grace Ghezzi, CFP, joins Dan to discuss the role of Social Security for» E-Mail This     » Add to Del.icio.us

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Stocks For Income

In this episode, Daniel has a conversation with Richard Spence, CFP. They talk about the notion of investors looking to the equity markets as a source for» E-Mail This     » Add to Del.icio.us

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Buy and Hold?

In this episode, Daniel examines the often forgotten strategy of "buy and hold" with your personal portfolio. » E-Mail This     » Add to Del.icio.us

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Now What?

In this episode, Daniel discusses potential investment plans for the future and offers analysis on the lessons learned from the financial crisis of 2008. » E-Mail This     » Add to Del.icio.us

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My Problem with "Wall Street"

Against the backdrop of Wall Streets' storied history, Daniel talks about the volatility and potential in today's marketplace. » E-Mail This     » Add to Del.icio.us

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Outlook: 2014

In this episode, Daniel provides an outlook on the year ahead in the markets, and some things to watch out for. » E-Mail This     » Add to Del.icio.us

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Two-Way: Municipal Investments

J. Daniel Pluff talks about the municipal bond investment market with guest Carey Fortnam of Alliance Bernstein based in New York City. » E-Mail This

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A Shift of Responsibilities

In a new era of saving for your future, J. Daniel Pluff outlines some things to consider when planning for retirement. » E-Mail This

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Withdrawal Rates in Retirement

Daniel discusses some better options when withdrawing income for and during your retirement, cautioning against any 'one size fits all' plan. » E-Mail This

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Index Investing and Exchange Traded Funds

Daniel and guest Chris Fossum describe the process of index investing and exchange traded funds, discussing their recent popularity with investors. » E-Mail This

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