+1 888-880-9539Search News by Tag: financial advisor
548 news stories found
Press Release
March 5, 2011
Consumers and professional financial advisors who are looking at practical tax and financial planning strategies for 2011 will need to begin crunching their numbers now in order to minimize their future tax liabilities for the next couple of years.
Read Press Release
Press Release
March 4, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, recently launched his second weekly radio program called "Sound Money- A Conservative Approach To Investing".
Read Press Release
Press Release
March 4, 2011
Michael Kay, CFP, a long-time financial professional and president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) list for the state of New Jersey.
Read Press Release
Press Release
February 27, 2011
Following the success of its first sold-out structured note, Lindner Select Manager Series 1, Lindner Capital Advisors (LCA) has announced its second offering in conjunction with Deutsche Bank.
Read Press Release
Press Release
February 27, 2011
Financial professionals Dave Hubbard and John Brackett discuss what a Personal CFO is and how he or she can help investors achieve financial success. An interview on with Hubbard can be heard by visiting http://www.audioacrobat.com/play/WBFBgK6Li.
Read Press Release
Press Release
February 17, 2011
Professional financial advisors and estate planners will find that they will need to update their spread sheets or seek new software to address the significant challenges for managing their client's future estate tax exposure.
Read Press Release
Press Release
February 14, 2011
Gordon J. Bernhardt, CPA, PFS, CFP , AIF announces the release of his book Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area.
Read Press Release
Press Release
February 11, 2011
Vitucci & Associates is a Bay Area Independent Advisory Firm founded by Pat Vitucci.
Read Press Release
Press Release
February 4, 2011
Vitucci & Associates is a Bay Area independent financial advisory firm founded by Pat Vitucci.
Read Press Release
Press Release
February 4, 2011
As a leader in personal finance software for the professional financial services industry, the 2011 version of ExecPlan Express will include new features, software enhancements and all of the changes in the newly adopted federal tax laws.
Read Press Release
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.
Read Press Release
Press Release
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.
Read Press Release
Press Release
January 8, 2011
Michael Argiro of 4T Financial has been named to the State of CT FIVE STAR Wealth Manager list.
Read Press Release
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.
Read Press Release
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.
Read Press Release
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.
Read Press Release
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.
Read Press Release
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.
Read Press Release
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.
Read Press Release
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.
Read Press Release