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Portfolio Management : Engagement Process for Jack A. Bass Managed Accounts
The Engagement Agreement authorizes us to officially act on your behalf and also provides for protection of confidentiality in regards to the dissemination and distribution of your sensitive financial...
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What Is A Bond Investor To Do ? Guidelines
Bond returns are at record lows. Bond investors must consider a switch of some funds into equities but conservative investors fear the stock market is a Jedi Knight turned to the Dark Side waiting to...
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Rates of Return – Guarantees for Speculation ?
A surprising number of emails ask if I can guarantee a set rate of annual return for a stock market account. They want to earn the 4 % a month which is the most recent return based on the current...
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Stock Picking For Retirement Success ($tocks vs Bond$ )
We are hot on dividend-payers compared to bonds. This year,we added shares in seven dividend-paying companies: AT&T (NYSE:T), Chevron (NYSE:CVX), Cisco Systems, Coca-Cola , General...
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Guaranteed Investment Performance Or You Don’t Pay
In the same way that I urge investors to use an adviser I too have a business coach. This week I complained that my performance of a 31% gain in 2013 was not gaining me the respect or new clients to...
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