Reviews written by steveb800

Document Management Software For RIAs: Why You Need It And How To Implement It

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steveb800 June 06, 2013
(Updated: June 06, 2013)

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From Efficient To Effective: Building A Multi-Asset Portfolio

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steveb800 May 09, 2013
(Updated: May 09, 2013)

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The Rising Tide Of Expectations For Financial Advisors

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steveb800 April 11, 2013
(Updated: April 11, 2013)

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The 3.8% Surtax On Net Investment Income

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steveb800 April 04, 2013
(Updated: April 04, 2013)

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New, Improved Methods For Optimizing Retirement Income

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steveb800 March 28, 2013
(Updated: March 28, 2013)

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Keebler On 2013 Tax Law Changes

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steveb800 January 13, 2013
(Updated: January 13, 2013)

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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad

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steveb800 December 13, 2012
(Updated: December 13, 2012)

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Portfolio Design, Asset-Class Performance And Correlations And Rebalancing

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steveb800 November 08, 2012
(Updated: November 08, 2012)

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3Q Tax Developments & Securities Transactions

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steveb800 October 04, 2012
(Updated: October 04, 2012)

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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning

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steveb800 June 14, 2012
(Updated: June 14, 2012)

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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios

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steveb800 May 17, 2012
(Updated: May 17, 2012)

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Not too much in that safe withdrawal rates depend on assumed future returns, which are anyone's best guess.

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Taxation Of Securities Transactions

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steveb800 May 10, 2012
(Updated: May 10, 2012)

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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options

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steveb800 April 12, 2012
(Updated: April 12, 2012)

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals

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steveb800 March 08, 2012
(Updated: March 08, 2012)

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Income & Estate Tax Strategies For The Year

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steveb800 February 02, 2012
(Updated: February 02, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011

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steveb800 November 07, 2011
(Updated: November 07, 2011)

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Harold Evensky On What's New In Wealth Management

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steveb800 July 28, 2011
(Updated: July 28, 2011)

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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach

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steveb800 June 16, 2011
(Updated: June 16, 2011)

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Oil, Gold, And Portfolio Design

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steveb800 May 19, 2011
(Updated: May 19, 2011)

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Preparing For The Worst: Managing Your Clients In A Bear Market

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steveb800 July 16, 2009
(Updated: July 16, 2009)

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