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Investment News & Analysis For Financial Advisors

ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.

Actived: Tuesday Feb 23, 2021

URL: https://www.thinkadvisor.com/

Here's How Much Holiday Shoppers Plan to Spend This Year

The two big motivators in determining where to shop are variety of products (46%) and discounts offered (41%); for that latter category, shoppers say they’re most intrigued by customized coupons

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High Net Worth Clients: How to Find Them, How to Service

Mention Coupon Code TA10 to get your discount! The content in this publication is not intended or written to be used, and it cannot be used, for the purposes of avoiding U.S. tax penalties.

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How to help clients keep New Year’s financial resolutions

Coupons are still the common method for saving money while grocery shopping, but sites like emeals.com will help shoppers not only spend less, but cut down on wasted goods, too. In other words

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The Only Message Customers Want From You | ThinkAdvisor

It was war with 50% to 80% off sales, “Lowest prices ever,” “Free shipping–Free returns,” “Final Markdown,” “Sale ends in 4 hours and 17 minutes,” and BOGO offers.

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How Suze Orman Invests Her Wealth | ThinkAdvisor

But you and KT use money-off coupons at the grocery! How come? When you grow up with no money — and both KT’s and my family had hard times — you don’t spend money just because you have money.

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The High Cost of Waiting | ThinkAdvisor

In this scenario, the increasing coupons may keep pace with rising market rates, which can help to offset unfavorable price movements. Alternative #3: Floating-Rate Investments

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The Flatter US Yield Curve Is Roiling Mom and Pop

The security has recently slumped to 64 cents on the dollar as coupons shrank to less than 1 percent a year, according to TRACE data — a far cry from the 9.25 percent investors received at the

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FINRA Starts Reporting Data on Treasury Securities Trading

Meanwhile, FRNs totaled $16.7 billion, including $2.5 billion ATS/interdealer and $14.3 billion dealer to customer; nominal coupons totaled $4.97 trillion, including $2.99 trillion ATS/interdealer

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7 Facts About the New 2020 Federal Health Insurance Rules

Self-only affordability cut-off, for employer plan coverage: Officials proposed increasing this limit to 8.39% of projected household income, from 8.3% this year. In the final parameters document

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Investors Are Dumping Stocks for Bonds as Fed Buying

Perdon at Arbuthnot Latham, for instance, reckons the asset class looks ensnared in a bear market rally, and another sell-off is likely. Yet by some measures, equities look appealing.

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