Josh Brown

The Takeawayblog

The Reformed Broker, Josh Brown, distills the best of the web each day – and offers some sage advice on social media along the way.

The Takeaway: Tax-efficient investing makes a comeback

By Josh Brown

Jan 18, 2013 @ 12:41 pm (Updated 2:39 pm) EST

Portfolio

This is how guys running money are using social media in real life, never mind what your "consultant" tells you. (All Star Charts)

The importance of tax-efficient investing. (Charles Schwab)

The Biz

Full speed at Morgan Stanley's wealth management unit... (Reuters)

56% of millionaires have worked with a financial adviser to craft a plan. (Millionaire Corner)

These are FINRA's top ten areas of concern for 2013. (Advisor One)

Citigroup lays out its new goal going forward - "stop destroying our shareholders' capital." I like that. (Dealbreaker)

Outliers

AOL Real Estate's Twitter feed won the Lance Armstrong snarkfest last night. (The Basis Point)

***

Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

  @IN Wire

Apr 20 10:34PM
MT @ariweinberg: Fund managers fret as Facebook pushes into financial services http://t.co/6CZ1EVRWV8 via @FT
Apr 20 09:04PM
Bankrupt City Fighting to Open a Crack in California?s Pension Agency, via @nytimes http://t.co/GJOk9Dlng9

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