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The Motley Fool September 18, 2009 Morgan Housel	Wealth Is Back! Household wealth sees its first jump in two years. What's it mean for the economy?
The Motley Fool April 13, 2009 Morgan Housel	More Reasons to Worry About Credit Card Companies First it was the banks; now consumers are the ones ditching credit cards.
Registered Rep. July 1, 2006 Kristen French	Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June.
BusinessWeek December 26, 2005 James C. Cooper	Why More Households Are Feeling Flush New Federal Reserve data shows that households are the wealthiest they have ever been.
Registered Rep. September 18, 2014 Megan Leonhardt	Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing.
The Motley Fool February 19, 2009 Morgan Housel	JPMorgan Chase Wants to Pay You Back More and more, banks are looking at ways to repay TARP funds.
The Motley Fool April 14, 2009 Dan Caplinger	Don't Wait Another Minute to Do This The bear market will inevitably push some investors to take less risk than they should. But you don't have to sacrifice your dreams out of fear. Start investing today and get yourself on the road to financial security.
The Motley Fool March 10, 2009 Morgan Housel	Don't Fall for Citigroup's Fantasy The news that the bank is actually profitable takes stretching the truth to a whole new level.
Registered Rep. February 9, 2011 Diana Britton	IMCA Helps Financial Advisors Pick Up Women Three out of four wealthy women are looking or thinking of looking for a better financial advisor.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
The Motley Fool February 24, 2009 Alyce Lomax	Target: The Discount Dichotomy It may be a good time for discounts as consumer confidence hits a new low, but not for Target. Apparently, in the current brutal retail environment, this company's "cheap chic" isn't cheap enough.
The Motley Fool April 8, 2009 Kristin Graham	The Market's Best-Kept Secret There are many valid arguments against the use of private equity, particularly in today's changing credit markets. But the fact remains that these firms have done well in extracting value from the companies they manage.
The Motley Fool March 19, 2009 Morgan Housel	Bank Stocks Explode While bank stocks have exploded, a lot, in recent weeks, there's still much reason to be pessimistic. Quite a bit of it.
Registered Rep. September 4, 2013 Diana Britton	What Is Wealthy? Fifty percent of investors define wealth as having no financial constraints on what they do, while only 16 percent say it's about surpassing a certain asset threshold.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
The Motley Fool February 24, 2009 Morgan Housel	When Will It End? When will it end? No one knows. These are problems that took years to create, and hence won't be solved overnight. The only certainty is that we're 7,000 points closer to the bottom today than we were when stocks peaked in October 2007.
The Motley Fool February 20, 2009 Morgan Housel	Bank Stocks Obliterated Some of our largest banks now trade at their lowest levels since the early 1980s.
Investment Advisor July 2009 James J. Green	Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.
The Motley Fool April 13, 2009 Morgan Housel	5-Star Stocks Begging to Be Bought These stocks are just too cheap to ignore. Take a look at: Berkshire Hathaway... Chipotle Mexican Grill... Ingersoll-Rand... Teck Cominco... Valero Energy...
Investment Advisor April 2009 James J. Green	Numerology: Whither the Wealth? U.S. households lost $5.1 trillion of their wealth in 2008's final quarter, or 9%.
The Motley Fool March 17, 2009 Morgan Housel	Who's More to Blame: The American Consumer or Wall Street? March Madness series: Wall Street says it's the fault of the American consumer, who was greedy and irresponsible. On the other hand, there's never been a time when Wall Street's complexity has exploded so while risk was completely ignored.
The Motley Fool May 2, 2009 Rick Aristotle Munarriz	A Fool Looks Back Last week's top stories: Swine flu scare affects the markets... Bad quarterly report from Sun Microsystems... Bank of America and Citigroup will need new capital... Market-thumping results from Baidu.com...
The Motley Fool March 16, 2009 Dan Caplinger	This Wealth-Killing Blunder Will Cost You Some commentators are arguing that the way millions of investors put money to work in the markets through mutual funds has fundamental flaws that simply can't be overcome.
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
The Motley Fool March 24, 2009 Selena Maranjian	Here's Why You Shouldn't Wait You can get priced out of a stock -- or at least miss out on gains -- if you wait too long.
The Motley Fool April 24, 2009 Morgan Housel	Treading Water at American Express Better than expected, but still really bad, was the word from American Express.
The Motley Fool March 10, 2009 Devon Rackle	Almost Family: Results, Shmesults Cuts in Obama's budget proposal overshadow an otherwise solid quarter for the home health care company.
The Motley Fool December 29, 2008 Julie Clarenbach	How to Recover Your Portfolio It's time to take buy and hold one further step: buy and hold and buy.
The Motley Fool February 27, 2009 Morgan Housel	Citigroup Unravels Partial nationalization of the struggling bank becomes reality, but it's not nearly enough to stop the bleeding. Here's why.
The Motley Fool May 27, 2009 Morgan Housel	Confidence Is Back After bottoming out in February, consumer confidence is now the highest it has been since the financial tsunami began last September.
The Motley Fool November 4, 2008 Paul Elliott	6 Words You Don't Want to Say Patient, long-term investors may look back warmly on this market.
The Motley Fool February 24, 2009 Tim Beyers	American Express Just Can't Quit You American Express's new (not so great) deal -- pay off your balance in a month, lose your account, get 300 bucks. As a bonus, they may even throw in a lower credit score.
The Motley Fool April 30, 2009 Morgan Housel	Visa Has a Case of the Slows Consumers have slammed their wallets shut, and that could spell trouble for card processors.
BusinessWeek April 12, 2004 Rich Miller	The Firepower In Consumers' Pockets Why they'll keep spending despite the job market
The Motley Fool March 11, 2009 Dan Caplinger	3 Reasons Why Investors Will Panic Again Just as experienced long-term investors have kept the losses of the past year in perspective, so too should you not draw any major conclusions from a one-day rally.
Financial Advisor August 2006 Grove & Prince	Global Citizens This is the first of a two-part series based on the authors' new white paper, offering psychographic information to financial advisors who target high-net-worth individuals.
The Motley Fool April 13, 2009 Dan Caplinger	The Worst Move You Could Make Now Unfortunately, some of the changes people are making to their portfolios right now won't do anything but cause them more heartbreak in the long run.
Registered Rep. November 8, 2010 Charles Paikert	Ultra-Wealthy Seeking New Investment Approaches: IMCA Conference The so-called "bucket approach" of dividing a portfolio into goals-based categories is gaining popularity among wealthy investors.
The Motley Fool July 22, 2005 Roger Friedman	Invest Like Tony Soprano Losing track of your investments may be the most profitable move you ever make.
Registered Rep. January 27, 2011 Charles Paikert	Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet.
Registered Rep. August 25, 2010 Jerry Gleeson	Women Investors Want More From Advisors, Report Finds A new survey by Boston Consulting Group that addressed the global wealth of women found a common complaint -- although women's cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men.
The Motley Fool March 6, 2009 Selena Maranjian	Investments to Fight Inflation You probably own some of these inflation-fighting investments already. If not, you should.
The Motley Fool February 26, 2009 Morgan Housel	Can We Handle Another 22% Drop in Real Estate Prices? That's exactly what some government estimates predict.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Financial Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
Investment Advisor April 2008 James J. Green	Deep Bench To offer wealth management services efficiently, you need strong performers in your corner.
The Motley Fool April 23, 2009 Morgan Housel	4 Reasons Banks Still Scare Me Bank investors have made buckets of money over the past month. That's great. But when fear switches to elation as quickly as it has, while banks' underlying problems are still alive and well, you have to think things are getting overcooked.
The Motley Fool March 18, 2009 Selena Maranjian	Better Than a Penny Stock Why take on big risks with penny stocks when you don't have to?
The Motley Fool April 24, 2009 Brian Orelli	Just Say No to "Say on Pay"? For all the complaining that investors and analysts do about executive pay, it might come as a surprise that investors rejected two out of the three "say on pay" proposals at pharmaceutical companies' annual meetings.
The Motley Fool April 15, 2009	Is it Time to Sell the Rally? Is this a bear market rally or the start of a sustained recovery? And if we are headed for a fall, which companies are overvalued? A crew of analysts, writers, editors, and advisors offer their opinions.