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247 news stories found
Press Release
January 19, 2011
Kendall Borchardt, a Regional Director with Lindner Capital Advisors (LCA) has been elected President of the Financial Planning Association of Georgia.
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January 8, 2011
Five excellent cases in favor of divorcing collaboratively after the age of 50: Privacy, Control, Decisions Don't Come From Emotion, Less Emotional Trauma to Children, Cost Effective.
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Press Release
January 8, 2011
Michael Argiro of 4T Financial has been named to the State of CT FIVE STAR Wealth Manager list.
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Press Release
December 22, 2010
These new tax law changes including a fix for AMT, a cut in the FICA tax and the extension of Bush era tax cuts may have a significant impact on consumers and professional financial advisors' end of year financial planning strategies.
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Press Release
December 8, 2010
Jerry Sullivan, a 25-year member of the financial services industry and resident of Green Valley/Fairfield, has joined Vitucci & Associates of Walnut Creek as a registered representative and insurance specialist.
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Press Release
December 8, 2010
Advisor Impact, Charles Schwab Advisor Services, and researchers at Texas Tech University today revealed results from the 2010 "Economics of Loyalty" survey.
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November 18, 2010
According to a consortium of financial professionals affiliated with Securities America, the real motivation to never retire may be fueled by the fear of giving up the comfort of a paycheck and having to begin to draw down retirement accounts.
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Press Release
November 10, 2010
Kipley J. Lytel, CFA, MBA, senior analyst with New York City-based Prime Equity Research has initiated coverage on Force Energy Corp. (OTCBB: FORC) with a 12-month stock target price and analyst's rating, in a report dated November 8, 2010.
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Press Release
October 20, 2010
Financial advisor Pat Vitucci and KSFO AM560's morning anchor Brian Sussman have announced they will hold a financial investment seminar on Thursday, October 21 at 1p.m.. at the Concord Hilton in Concord, CA. Admission is free to the public.
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Press Release
October 15, 2010
Vitucci & Associates, a Bay Area financial advisor firm founded by Pat Vitucci, has opened its eleventh office in Larkspur, Marin County.
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Press Release
October 8, 2010
Bay Area financial advisor and radio personality Pat Vitucci has announced that he will continue as host of the hour-long radio program "Your Financial Life", entering its 15th season, on stations in the San Francisco Bay Area.
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Press Release
September 30, 2010
Finding a trustworthy financial professional is essential, especially during the on-going economic turmoil facing today's investors.
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Press Release
September 25, 2010
ExecPlan Express now supplements its affordable and easy to use personal financial planning software with free basic retirement calculator tools to help professional advisors as well as consumers with the most common financial planning questions
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Press Release
September 16, 2010
The sixth annual T3 Technology Tools for Today Conference will be held at the Grand Hyatt Bonaventure Hotel in Weston, FL (Fort Lauderdale) from February 16-19th, 2011.
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Press Release
September 10, 2010
A coalition of financial advisors and business leaders will meet on Wall Street for an event that will memorialize their intentions and show support for the 2015 United Nations Millennium Development Goals (MDGs).
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August 28, 2010
Stevens Wealth Management recently appeared in Financial Advisor's 2010 list of largest and fastest growing registered investment advisor firms.
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Press Release
August 25, 2010
Local independent advisory firm achieves distinction in recent surveys in Wealth Manager, Financial Advisor magazines, second year running.
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Press Release
July 21, 2010
While facing an investment world with plenty of uncertainty and limited upside is difficult, Mike Flower, managing partner of Fairfield-based Financial Principles, LLC, suggests seven strategies to help make the adjustment.
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July 19, 2010
Discover a world of economically priced dining options with www.SouthFloridaDines.com, the leading online restaurant guide, offering dining gift certificates at up to 50% off.
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June 25, 2010
The bill's new taxes will affect more than just everyone's healthcare, it could significantly alter investment and tax planning strategies and may potentially have an adverse impact on many individual's personal retirement planning goals as well.
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