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Posts Tagged ‘Financial Adviser’

No silver bullets or one-size-fits-all (access required)

by Rebecca Tonn Published: April 3,2009

Tags: banking, finance, Financial Adviser

In the past, long-term financial strategy used to encompass keeping a broad-based portfolio to garner moderate risk and moderate returns, said Kevin P. Sullivan, financial adviser with Sullivan & Associates. But much has changed in the economy, and Sullivan & Associates now uses a modified core satellite strategy. “There are risks out there that cannot [...] [...]

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