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1| Investing Tools That Work – and Market Myths that Don’t (13) |
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By Todd Bauerle
Conventional wisdom can be an investor’s worst enemy. To succeed in the stock market, you must arm yourself with actionable information that works — and unlearn the investing misinformation that too often dominates television and water cooler chatter. |
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2| Asset Allocation – A Financial Flight Plan (37) |
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By Brian Evans
Asset allocation should be a continual process, not an annual event. Learn how to implement the “asset allocation dashboard” strategy to regulate your investments to achieve strong returns — and reduce volatility. |
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3| Managing for Investing Success (65) |
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By Stan Sklenar
Investing success requires more than market savvy. Your need a process you can follow, day-by-day. Follow this 11-step system for managing your money — and getting the most out of your advisors. |
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4| Sector Rotation Investing (97) |
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By Greg Werlinich
What goes down doesn’t necessarily go up. Don’t kid yourself: A drop in a stock’s value is, in fact, a real loss, of real money. Avoiding big losses is crucial to protecting your financial future. Sector rotation investing provides a framework for leveraging dynamic news, trends and events into investments that will optimize your returns — while reducing your exposure. |
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5| Estate Planning: How to Preserve Wealth for Your Survivors (119) |
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By Lori Watt
You can’t take it with you, but that doesn’t mean you have to leave it all to Uncle Sam. Failing to take the correct actions today can have very negative tax consequences later. Learn seven critical estate planning strategies to protect your estate – and your heirs. |
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6| The Hidden Power of Life Insurance (153) |
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By Stuart J. Spivak
Shrewd investors understand life insurance can play a unique role in preserving and protecting their wealth. Learn advanced life insurance tactics for maximum tax, retirement and investment benefits. |
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7| Life Insurance Premium Financing (177) |
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By Scott B. Rose
Smart investors are leveraging their portfolios through life insurance premium financing, a little-known method for “borrowing” your premiums to achieve your investment goals. |
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8| Financial Planning for Women (211) |
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By Cheryl Burbano
Far too many women have relinquished control of their financial destinies to the men in their lives, leaving them unprepared for major life events. Learn a step-by-step process for becoming the chief financial officer of your family’s finances. |
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9| The Entrepreneur’s Way to Wealth Building (235) |
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By Luke R. Reinhard
Your small business can provide strong tax, retirement and income benefits when integrated with your personal finances, but only with proper planning and management. |
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10| Macro Strategic Planning® (267) |
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By Paul Capuzziello
You could follow your financial roadmap flawlessly, but what if it’s the wrong map? This proprietary process will help you identify, prioritize and, most importantly, align your personal goals and your financial plan. |
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11| Manifesting Wealth (293) |
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By Avery Kanfer
Every person who’s ever become rich has deliberately (or accidentally) employed a set of universal wealth creation laws. Like gravity, these laws work all the time and give those who act on them the ability to create abundant wealth. |
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