Make These Financial Moves As New Year Begins, Advisors Say

By Lawrence Carrel, INVESTOR'S BUSINESS DAILY

We asked Jeanette Garretty, a managing director at Robertson Stephens Advisors, a San Francisco-based registered investment advisor that has $1 billion in assets under management, and Bentley Blackmon, managing director of Stephens, a Little Rock, Ark., investment bank with $25 billion in assets under management, what adjustments investors need to make to get on track for financial success.

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Anthony Lindner