Investment strategy should change at retirement age
By Scott D. Nelson Special to The Acorn
      First growth, then income. If you're like most investors, you want to achieve growth while you're working and income after you retire. But that doesn't necessarily make it smart to change your investment strategy when you retire by shifting your portfolio completely out of stocks into ...
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Ellen named to Everest Club
Advisor will offer separately managed accounts
      Brett Ellen, a financial adviser based in Calabasas, has been named to Curian Capital's Everest Club, a designation reserved for financial professionals who offer Curian's separately managed accounts (SMA) platform.
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