Preparing Loan Requests That Get Funded
Remember, it’s your job to make the case for why your loan should get funded, not the loan officer’s. The first step is a loan proposal that gets your foot in the door.
Writing
Choose Your Weapon!
Should financial advisors align themselves with large or small broker/dealers? Read on for an analysis of the issues.
The Value of Brains
If you are intelligent, this will get you exactly nowhere in financial planning profession.
Goal Setting For Dummies
Don’t like all that touchy feeling introspection that goes with goal setting? Try this black box approach.
Account Aggregation Software
Is software that lets investors, and their advisors see all of thier accounts, no matter where they might be custodied a good thing or a bad thing. It’s probably a good thing for everyone, and may just turn wealth management services on their ear someday.
Hidden Assets
The key to generating real wealth for wealth managers may lie in their client’s IRAs. By setting these accounts up properly, and ensuring tax deferral across two generations, millions and millions can be accumulated.
Investors can be sooo predictable
Think the markets are rational? Think again. The burgeoning field of behavioral finance is debunking several myths about how investors behave and what this means for equities.
Wealth Management at FirstMerit
First Merit Financial reconfigures itself to offer a wealth management solution
Early Harvest Bountiful for Investors
In the early summber of 2003, investors were seeing something they hadn’t for a very long time: stock market gains. Changes in the tax laws regarding capital gains, and a desire not to repeat the past leads to that most uncommon of Wall Street cries: Se