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Financial Planning »

[28 Feb 2011 | No Comment | ]

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Due to the recent financial crisis, it has become very difficult for the debtors to meet their obligations because they do not have enough resources to meet them. they often remain deprive of getting financial advice from the professionals regarding the best ways to get rid of their debts. because, they charge them very high and the debtors cannot afford such services due to their week financial situation. now, this situation is going to change because you can avail free credit card debt advice and meet with the …

Financial Planning »

[7 Feb 2011 | No Comment | ]

For consumers and financial advisors alike, the new tax law changes may significantly impact short and long term tax, investment and retirement planning decisions. the recently passed Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 includes much more than an extension of unemployment benefits and the Bush era tax cuts. ExecPlan Express personal financial planning software’s 2011 release incorporates all of these changes to help guide consumers on how to manage their financial goals in this new environment. Unlike simple retirement planning software or online retirement …

Investment Advice »

[29 Jan 2011 | No Comment | ]

TradingMarkets Daily Battle plan for ETFs from Larry Connors Let Larry Connors and David Penn help you focus on a few of the best set-ups each day, which stocks you should be trading, and where you should exit. Click here
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Investment Advice »

[3 Jan 2011 | No Comment | ]

All the financial products that people want to buy from loans to mortgages to shares a financial advisor is absolutely necessary especially in this credit and financial downturn. of course even some financial advisors can be out to scam people try to check them out before entering into any agreement. If you run a background check or reverse lookup online you will assure yourself they are trustworthy or at least you will have done some basic research to make sure they are at least who they say. When it comes …

Investment Advice »

[29 Dec 2010 | No Comment | ]

by Financial Advisor Books Staff
If you are just starting out, or are thinking about becoming a fee-based investment advisor, then these 2 books will be a great jump-start in your learning. Find out what bad habits to avoid, and how customers go about choosing their financial advisor in the first place.
Ineffective Habits of Financial Advisors (and the Disciplines to break Them): a Framework for Avoiding the Mistakes everyone else Makes
Buy Now
Over 15 years of consulting for fee-based investment advisors, author Steve Moore has provided details of how to spot …

Investment Advice »

[14 Sep 2010 | No Comment | ]

In light of recent Wall Street scandals, many investors are taking a closer look at who is actually managing their money and what investment methodology they are following. Investors are taking the time to do their due-diligence and are becoming more educated on selecting the best financial advisor. In my travels and meetings with clients, I continue to hear the same vein of questions. How do I select the best wealth manager? How do I select the best investment management company? are there FAQ’s on selecting the best financial advisor …

Retirement Planning »

[9 Sep 2010 | No Comment | ]

My guest on Hedge Fund Radio this week is Lee O’Dwyer, a portfolio manager at 5T Wealth Management in the sunny climes of Napa, California. Lee is at the vanguard of a new wave of financial advisors sweeping the nation that is leading the way for individual investors during these difficult times, when everyone is seeking the “new normal”. O’Dwyer is cherry picking for his clients the best money management techniques that have evolved over the last 30 years, and discarding the dross.
5T Wealth Management is offering sophisticated hedge …

Financial Planning »

[10 Aug 2010 | No Comment | ]

The purpose of having an emergency fund is to have cash on hand for unexpected emergencies. The goal is to have cash available for these emergencies rather than having to take out a loan or rack up high-interest credit card debt. Many financial advisors recommend setting aside three to sixth months? worth of living expenses in a savings account. for example, if it costs you $3,000 per month to run your household, you should earmark $9,000 to $18,000. Start setting aside some money from each paycheck even if it?s a …

Financial Planning »

[22 May 2010 | No Comment | ]

1. Rob Carrick looks at the possibility of requiring financial advisors to have a fiduciary duty. I think many investors would be surprised to learn that financial advisors don’t have some duty of care similar to a fiduciary duty.2. Larry MacDonald quotes a paragraph from Karl Marx’s writing showing that he did some short-term speculative trading similar to modern day-trading.
3. Preet asks whether your broker’s bond desk is making undue profits on your bond trades. the best protection I know of is to get both the buy and sell price …

Money Management »

[13 May 2010 | No Comment | ]

Thomas Moran, Managing Director-Investments and founding member of the Moran Asset Management Group of Wells Fargo Advisors
Thomas Moran, Managing Director-Investments and founding member of the Moran Asset Management Group of Wells Fargo Advisors, has been named to Barron’s seventh annual list of America’s top 100 financial advisors. An interview with Moran, who is ranked number 49, is featured in the April 19 issue of the publication.
Moran’s top 100 honor follows his previous recognition by Barron’s in its “America’s top 1,000 Advisors in the United States,” a state-by-state ranking …