Month: February 2010
Feb 25, 2010
I just returned from attending and presenting at the Technology Tools for Today conference in San Diego. The conference is one of the best in the profession for helping advisors like me keep abreast of the dynamic world of technology. One of the best features of the...
Feb 24, 2010
Financial consultant Rick Kahler says there are still many good reasons to stay away from credit cards. Kahler says, “I’m a great advocate of not using credit cards, especially for anything consumer related. The best use of a credit card is to pay if off...
Feb 22, 2010
Watch this video on YouTube “It isn’t how much money you make that matters; it’s how much you get to keep.” Recent years have shown most investors that an unfavorable stock market or global financial crisis can threaten their nest eggs. A potentially greater threat,...
Feb 15, 2010
Watch this video on YouTube In story after story, the financial press proclaimed the first decade of this century an investment disaster, “a lost decade.” That was true if your investments were primarily in U.S. Stocks. According to a Wall Street Journal report from...
Feb 9, 2010
Most financial planners think they can do their own financial planning. Ironically, so do most consumers. Just as most consumers would benefit from engaging a financial planner, so would most financial planners. Lisa Shidler of InvestmentNews explores why most...
