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IRS a hidden winner in Big Six deals: CPAs may have to cash out stock of new clients

Partners at the soon-to-merge Coopers & Lybrand and Price Waterhouse may be doing more this summer than combining their files. They also could be realigning their personal portfolios.

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Q&A: CRAIG LITMAN "DO I EAT MY COOKING? ABSOLUTELY"

Craig Litman was a mutual fund junkie before they blanketed Main Street. In fact, Mr. Litman and partner…

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PFIZER IS A MONEY MANAGER FAVE, AND NOT JUST BECAUSE OF VIAGRA

Taking its cue from sales of the firm’s most popular product, Pfizer Inc.’s stock price has climbed rapidly.

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WHAT, ME WORRY ABOUT ATOMIC TESTS? INVESTORS UNSHAKEN BY INDIA’S BIG BANG

The fallout from India’s nuclear test blasts may eventually land on the private sector, but investors aren’t in…

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HOT DOGS, APPLE PIE AND ‘MORAL’ INVESTING FOR THOSE WHO VALUE U.S. VALUES

A nationwide network being organized by a Tennessee certified financial planner is targeting advisers that hew to “traditional…

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EX-HONCHO: FUNDS BUOYED BY A LOT OF BULL: MONTGOMERY VETERAN SETS UP AS CONSULTANT

If the bull market tide weren’t raising all boats, many mutual funds would sink. That’s the view of…

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DEAL WATCH: OH LORD, WON’T YOU BUY ME A MERCEDES DODGE . . . PLIGHT FOR VALUE FUNDS AS CHRYSLER STOCK SURGES ON $38B DAIMLER-BENZ DEAL

It’s been said the perfect car is styled by Chrysler, engineered by Mercedes and built by Toyota. Well,…

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EMERGING MARKET FUND’S CALL STARTS MORE FEARS THAN IT STOPS: NERVOUS REP PHONES ADVISER TO CALM FEARS THAT HE DIDN’T HAVE

Curt Weil’s hand didn’t need to be held. But the telephone representative for Montgomery Emerging Markets Fund seemed…

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MORE AGITA FOR ROBERTSON STEPHENS: DEALMANIA LEAVES PORTFOLIO HONCHOS FURTHER IN THE DARK

When BankAmerica Corp. announced last week it would sell off its investment banking arm, Banc America Robertson Stephens,…

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LONG-TERM CARE INSURERS AGLOW, THANKS TO STOCK MARKET SURGE: TAX BENEFITS ALSO BOOST SALES OF NURSING HOME POLICIES TO THE ELDERLY

Favorable tax treatment and the stock market explosion have contributed to a jump in sales of life insurance…