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Tax Tips for Your 2012 Return

There are a lot of things that investors need to keep track of when filing their taxes for 2012. Click below to view Morningstar's interview with John Pitlosh. ...

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"Equity Linked CDs: More Garbage Wall Street Wants To Feed You" has been published on Forbes

Forbes has published Frank's article "Equity Linked CDs: More Garbage Wall Street Wants To Feed You". ...

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Fox Business has quoted Frank in "Five Investing Mistakes to Avoid this Year"

Fox Business has republished the article "Five Investing Mistakes to Avoid this Year" where Frank Armstrong was quoted. To read the full article click here....

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Investing Errors to Avoid This Year

Wall Street is wonderful in creating products to respond to perceived wants and needs out there in the marketplace. If they can rip you off for 5 percent of your objective every year by providing downside protection, they're only too happy to sell you that. And you probably won't understand it To continue reading the article click here...

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13 Tax Breaks You’ve Never Heard Of

Harvest your investment losses. An important tax-saving practice allowable under the code called “tax loss harvesting” allows investors to reduce their IRS payments substantially—but it’s one that most people ignore, says Frank Armstrong, founder of investment advisory firm Investor Solutions. The strategy allows taxpayers to sell...

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Josh Meyer, On Targeting the Mass Affluent

The mass affluent—anyone with over $100,000 in investable assets—is a demographic that is hugely underserved by the RIA market. Historically, RIAs don’t think they can serve the mass affluent profitably. But that’s not true. Brokerages have realized the potential and have been serving this market for 50 or 60 years because they...

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The Ten Top Money Excuses

Human beings have an astounding facility for self-deception when it comes to our own money. We tend to rationalize our own fears. So instead of just recognizing how we feel and reflecting on the thoughts that creates, we cut out the middle man and construct the façade of a logical-sounding argument over a vague feeling. These argum...

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"Pease Limitation Puts A Lid On Itemized Deductions For Wealthy Folks" has been published on Forbes

Forbes has published Frank’s article “Getting Over Index Investing With A Better Way”  ...

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Still Plenty of Time and Good Reasons for Back Door Roth IRA

Here’s one of the neatest and least utilized tricks in personal finance: The Back Door Roth IRA. Many Forbes readers have an income too high to allow them to contribute to a Roth, and/or they are covered by a qualified plan. But, even Bill Gates could still sneak through that back door and get a Roth IRA. There are income limits assoc...

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Investor Solutions’ Veteran Scholarship Winner Announced!

Nzioki Mungao, has been selected as this year’s recipient of the Investor Solutions Graduate Scholarship. The $10,000 scholarship, which is awarded annually to an incoming graduate student in one of the School’s outstanding graduate programs, is specifically designated for U.S. military combat veterans. This recipient of the scholarsh...

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