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September 17, 2013

Tips for Handling Clients’ Irrational Exuberance
In an up market, it’s easy for rebalancing discipline to go out the window.
Fund Co. Says Investors Feel “Optimism by Default”
Clients fear the markets — but they’re even more nervous about the sidelines.
Who Really Benefits From Social Marketing?
It mainly saves increasingly sophisticated prospects time and effort.
Demand for Advisors Prompts New College Concentration
At least one business school is inaugurating a personal financial planning program.
Have Stock Investors Lost Touch With Reality?

Washington suffers a mass shooting, the White House and Congress play chicken over the debt ceiling — and the S&P 500 breaks 1,700. What’s behind the optimism?