Thursday, April 29, 2010

FA News: How Much Leverage Is Optimal?
FA News: Inappropriate Annuity Sales Still An Issue
FA News: Cracking Down On Arbitration-Award Evaders

Tuesday, April 27, 2010

FA News: Ameriprise's Financial Advisor Unit Drives Strong First Quarter
FA News: Catering To The Hispanic Market

Monday, April 26, 2010

FA News: How Boomers Who Haven't Saved Can Still Build A Nest Egg

Friday, April 23, 2010

FA News: When Clients Want 'Bad" investments
FA News: Affluent Buying More LTC Insurance

Wednesday, April 21, 2010

FA News: SEC Inspections To Focus On Risk
FA News: Retirement Quandry Affects All Ages
FA News: Roth IRA Rollovers Could Affect College Financial Aid

Tuesday, April 20, 2010

FA News: Mutual Fund Ads Called Misleading

Monday, April 19, 2010

FA News: Finra Alleges $89M Private Placement Scam

Saturday, April 17, 2010

If going to pima county fair, take rita road, instead of Houghton rd.
5 Tips for a successful social media marketing campaign
1. The 90-9-1 rule
2. Publish everywhere
3. Graying of the Web
4. Finding it
5. Investment outlook
for definitions contact me

Friday, April 16, 2010

FA News: Dow Jones Offers Advisor News Service
FA News: Alleged Bonus Theft Shows Firms' Hiring Soft Spot
FA News: William Sharpe: Do 4% Withdrawal Rates Make Sense?

Thursday, April 15, 2010

FA News: SEC Alleges $3M Investment Scam
FA News: Schwab Sees1Q Profit Drop; Numbers Of New Advisors Rise
FA News: Pimco Launches Its First Active Stock Fund

Wednesday, April 14, 2010

FA News: Former Morgan Stanley Broker Must Pay $1.6M In Bonus Case

Tuesday, April 13, 2010

FA News: Some Wealthy Say: Go Ahead, Tax Me More
FA News: Spring Brings New Tools From Custodians

Monday, April 12, 2010

FA News: SEC Studies Financial Reform To Death

Saturday, April 10, 2010

At the fiesta grande fair supporting the community

Friday, April 9, 2010

FA News: Social Security May Be Rescued By Baby Boomers

Thursday, April 8, 2010

FA News: CFP Board Posts Anonymous Case Histories
FA News: Roth IRA Conversions Fraught With Mistakes

Wednesday, April 7, 2010

FA News: Retirement Planning Not A High Priority For Many

Tuesday, April 6, 2010

FA News: Ameriprise Financial Still Battling Over Fund Fees
FA News: Retirement Funds Drawing Scrutiny

Monday, April 5, 2010

FA News: LPL Recognizes Advisor

Friday, April 2, 2010

FA News: Keeping Family In A Multi-Family Firm

Thursday, April 1, 2010

FA News: As Crisis Fades, Clients Remain Needy
FA News: Americans Still Neglecting Retirement, Survey Says
FA News: Court Restores Status Quo On Fund Fees