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Thursday, April 29, 2010

FA News: How Much Leverage Is Optimal? http://bit.ly/arpBfe
FA News: Inappropriate Annuity Sales Still An Issue http://bit.ly/aiwfU5
FA News: Cracking Down On Arbitration-Award Evaders http://bit.ly/cp7jT1

Tuesday, April 27, 2010

FA News: Ameriprise's Financial Advisor Unit Drives Strong First Quarter http://bit.ly/dtJo1S
FA News: Catering To The Hispanic Market http://bit.ly/ay7HpD

Monday, April 26, 2010

FA News: How Boomers Who Haven't Saved Can Still Build A Nest Egg http://bit.ly/cnJuAI

Friday, April 23, 2010

FA News: When Clients Want 'Bad" investments http://bit.ly/c8p33H
FA News: Affluent Buying More LTC Insurance http://bit.ly/9oSQ1h

Wednesday, April 21, 2010

FA News: SEC Inspections To Focus On Risk http://bit.ly/amJq65
FA News: Retirement Quandry Affects All Ages http://bit.ly/9bDH9o
FA News: Roth IRA Rollovers Could Affect College Financial Aid http://bit.ly/cPSZTD

Tuesday, April 20, 2010

FA News: Mutual Fund Ads Called Misleading http://bit.ly/9mvLSC

Monday, April 19, 2010

FA News: Finra Alleges $89M Private Placement Scam http://bit.ly/ac8dFk

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 http://bit.ly/dt92IL
FA News: Alleged Bonus Theft Shows Firms' Hiring Soft Spot http://bit.ly/d8Coro
FA News: William Sharpe: Do 4% Withdrawal Rates Make Sense? http://bit.ly/aVbAUF

Thursday, April 15, 2010

FA News: SEC Alleges $3M Investment Scam http://bit.ly/b37qAt
FA News: Schwab Sees1Q Profit Drop; Numbers Of New Advisors Rise http://bit.ly/9gfS6A
FA News: Pimco Launches Its First Active Stock Fund http://bit.ly/9HsTXh

Wednesday, April 14, 2010

FA News: Former Morgan Stanley Broker Must Pay $1.6M In Bonus Case http://bit.ly/bDFdap

Tuesday, April 13, 2010

FA News: Some Wealthy Say: Go Ahead, Tax Me More http://bit.ly/dAaZng
FA News: Spring Brings New Tools From Custodians http://bit.ly/biCLaA

Monday, April 12, 2010

FA News: SEC Studies Financial Reform To Death http://bit.ly/9dJbSg

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 http://bit.ly/9CdODG

Thursday, April 8, 2010

FA News: CFP Board Posts Anonymous Case Histories http://bit.ly/agJDS8
FA News: Roth IRA Conversions Fraught With Mistakes http://bit.ly/dzt5QA

Wednesday, April 7, 2010

FA News: Retirement Planning Not A High Priority For Many http://bit.ly/apd3EM

Tuesday, April 6, 2010

FA News: Ameriprise Financial Still Battling Over Fund Fees http://bit.ly/bm2t4N
FA News: Retirement Funds Drawing Scrutiny http://bit.ly/cjp2w6

Monday, April 5, 2010

FA News: LPL Recognizes Advisor http://bit.ly/coDKe4

Friday, April 2, 2010

FA News: Keeping Family In A Multi-Family Firm http://bit.ly/9GxAvg

Thursday, April 1, 2010

FA News: As Crisis Fades, Clients Remain Needy http://bit.ly/b1vMeI
FA News: Americans Still Neglecting Retirement, Survey Says http://bit.ly/90glGm
FA News: Court Restores Status Quo On Fund Fees http://bit.ly/dcHjkr