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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 22, 2010
David Drucker and Joel Bruckenstein, producers of the 6th Annual "T3" Technology Tools for Today Conference, today announced speakers and general session details for the conference to be held in Weston, Fla. February 16-19.
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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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Press Release
November 21, 2010
Even if congress fails to act on the Bush era tax cuts, there are a variety of tax planning strategies to help reduce current and future tax exposure, the key though is that you need to act before the end of the year.
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Press Release
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
November 9, 2010
David Drucker and Joel Bruckenstein, producers of the 6th Annual "T3" Technology Tools for Today Conference, today announced details of conference breakout sessions to be held at the Grand Hyatt Bonaventure Hotel in Weston, FL February 16-19th, 2011
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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 16, 2010
Advisors, accountants, investors and consumers are now starting to learn about the significant tax increases with the new bill and are now looking at how to evaluate what can be done to minimize their exposure.
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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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October 15, 2010
A consortium of financial professionals affiliated with Securities America offer points to ponder when considering a Roth Conversion.
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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 24, 2010
John Jenkins, president and CEO of San Diego-based suggests five moves that can help position a portfolio for any number of unknown events that could range from inflation or deflation to stagflation and even for depression or recovery.
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Press Release
September 17, 2010
Congressional inaction makes investment, tax and retirement planning that much harder since no one knows whether to assume that the current tax rates will remain the same or return to the pre 2001 rates.
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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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Press Release
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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