Net-Teams - Bookmark Tag advisor

There are 48 articles associated with the tag advisor!

#	Total Bookmarks	Article Title/Link and Description
1.	Bookmarks: 0	Who's Afraid of Higher Interest Rates? A rising interest rate environment is super good news for investors. When we loan money to someone, is it better to get the lowest possible rate for the shortest period of time? Stop looking at income investing with a grow the market value perspective. That's not what it's all about. Lower market values or growing discounts to NAV don't have to be problems... they can be benefits.
2.	Bookmarks: 0	More Brainwashing Book Reviews My partner and I love this book. We are enrolled agents, do around 800 business, personal, and trust income tax returns per year. The way it has been in the past, when folks ask who they should seek for investment advice, I have said that I don't really trust anybody, and then I tell them to educate themselves before they trust their money to an advisor. That way they will know enough to keep from being taken.
3.	Bookmarks: 1	MCIM Methodology Retirement Income Portfolios -Check It Out The MCIM methodology combines risk minimization, asset allocation, equity trading, investment grade value stock (IGVSI) investing, and base income generation in a methodology that embraces the cyclical nature of markets, interest rates, and economies. MCIM produces Retirement Income Readiness.
4.	Bookmarks: 0	Registered Investment Advisors & The Stock Market! This page is intended for professionals only. Here's an opportunity to provide a unique and necessary service to your clients. In the world of investments, the Stock Market is king.
5.	Bookmarks: 0	WALL STREET'S DARKEST SECRET: 6.3% TAX FREE INCOME Special Report: As of Close of Business May 8th, no less than 53 multi-year experienced, Tax Free Income, Closed End Funds (CEFs) were paying 6% or more in federally tax free income to their shareholders. Why hasn't your financial advisor told you about this?
6.	Bookmarks: 0	Baby Boomer Alert: Prepare for the Dreaded RMD If you are within five years of retirement right now, at the top of a stock market cycle, what are you waiting for! Sell the Funds, sell the ETFs, and move into safer positions... if you can find them within the plan's product menu.
7.	Bookmarks: 0	Caveat Employer: The DOL is Coming! The DOL is Coming! Generous employers give their employees money to invest along with their own, and the feds want them to guarantee that plan participants won't lose money... in the stock market! The regulators are missing the point, and a great opportunity to actually fix what is really wrong deep inside the 401k space. No one in the 401k business cares a lick about the retirement income benefits the plans could provide to employers and employees alike…
8.	Bookmarks: 0	Collective Investment Funds (CIFs) for Your Retirement Plans: Plan Sponsors, Principals, Advisors, Fiduciaries We all know that Mutual Funds, ETFs, and similar products don't prepare well for market downturns.... they are unable to take profits, build portfolio income, or hold equity smart cash that can be put back to work when the market falls. Collective Investment Trusts could be a solution to these problems... Active management and security transparency are the key differences.
9.	Bookmarks: 1	A Dismal Decade? No Way With Market Cycle Investing Once again The Wizards attempted to debug the market cycle and create an upward only future for the masses. But the markets weren't broken, just the market shakers. Your portfolio could have been up in market value--- and not by just a little for the dismal decade.
10.	Bookmarks: 0	The Greatest Financial Story Never Told How would you have fared if you were cash rich in September 1987 and fully invested by the end of October? What if, in the time leading up to the dot-com bubble, your credo was: no NASDAQ, no Mutual Funds, no IPOs/ Investment Grade Value Stocks only?
11.	Bookmarks: 0	Forming Valid Income Investing Expectations - Part One I've come to the conclusion that the stock market is an easier medium for investors to understand (to form behavioral expectations about) than the fixed income market. As unlikely as this sounds, experience proves it, irrefutably. When dealing with income purpose securities neither investors nor their advisors are comfortable with any downward movement at all.
12.	Bookmarks: 0	Most Newsletters Don't Work - part one: Success and How to Monitor It Why do so few newsletters survive the first few issues? Why do even talented marketing experts give up in frustration about difficult newsletters? A go-to man for newsletters for relationship-based businesses since the nineties, Glenn Harrington provides insight.
13.	Bookmarks: 0	Municipal Bond Investing --- The 6% Tax Free Solution What if you could choose from a group of 65 tax free municipal bond funds, paying monthly income at an annual rate of roughly 6%? What if you could invest in 32 tax free Closed End Funds paying an annual rate above 6.2%? Why hasn't your investment advisor/accountant/rich uncle told you that this is what he has been doing for upwards of twenty years?
14.	Bookmarks: 0	The Market Cycle Investment Management (MCIM) Program Investing with a calendar year focus has no basis in the realities of finance, business, or economics... isn't it obvious that the Stock and Bond Markets are far more closely related to the Business Cycle than to the Earth's around the Sun? The Market Cycle Investment Management Account Program provides better guidance--- and results.
15.	Bookmarks: 0	Effective MBA dissertation proposal writing Effective dissertation proposal writing is one of the toughest tasks as well as this is most important segment to complete successfully for approval from the advisor and committee members. How to make this effective lets, discuss it in this piece of writing.
16.	Bookmarks: 0	Importance & Role Of Dissertation Advisor Dissertation advisors play very important role over the years in guiding the students, but the students must know about the qualities of an ideal dissertation advisor who are ready to assist them in all the possible ways.
17.	Bookmarks: 1	Investment Guru Interview - Money Matters Radio - Part Two Even with the MCIM Mirror Portfolios that are based on six different model portfolios that I supervise, each participant account will contain securities purchased at different prices than in the model. These are designed for people who don't want to do it themselves, who like the Market Cycle Investment management approach, and who don't have regular disbursement needs.
18.	Bookmarks: 1	Investment Guru Interview - Money Matters Radio Network My goal is to never leave a profit of 10% (net/net) on the table, and that's goes for income securities as well as for equities. I'm almost always buying and selling, every day --- there's no inconsistency in that. The Glossary in The Brainwashing of the American Investor defines terms like bargain and Investment Grade Value Stock.
19.	Bookmarks: 4	How To Eliminate Capital Gains Tax First off I will give a short summary of the Capital Gains Elimination Trust (CGET). Then, I will provide some details about how it works and conclude with a case study as an example of how someone might use this. Summary:The Capital Gains Elimination Trust is better known as a Charitable Remainder Trust. How this works is one would deposit highly appreciated assets into the CGET. The trust sells the assets and pays no capital gains tax. You then get to withdraw an...
20.	Bookmarks: 0	ETFs Unplugged Is your financial advisor missing a critical piece to the ETF?Exchange-traded funds (ETFs) are great investment tools but most have a flaw that investors and advisors usually miss. Let’s take a look under the hood and introduce some new and innovative ETF products. Essentially, ETFs are nothing more than an index fund that trades like a stock. Because of their simplicity, flexibility, low cost and tax efficiency they are growing fast. Last year the Barclays iShares fa...
21.	Bookmarks: 0	An Introduction To Second Charge Loans Mortgage advisors in the United Kingdom have plenty of reasons to consider secured loans (referred to as second charge loans) and, according to the UK Mortgage Conduct of Business (MCOB) rules they must do so. This statutory regulation has just passed its first anniversary and what effect it has had on both regulated on unregulated products and services may give us pause. One of the myths about secured loans is that this second charge market in the UK is not subject to re...
22.	Bookmarks: 0	Houlihan Smith Serves as Exclusive Advisor to Grocery Shopping Network on First Round of Financing Grocery Shopping Network, Inc. (”GSN”) reported today that it has completed it’s series A round of venture capital funding with Houlihan Smith & Company, Inc. (”Houlihan”) acting as exclusive financial advisor. The $7.0 million equity...
23.	Bookmarks: 0	Understanding The Tax Implications Of Life Settlements Understanding the tax implications of replacing or selling existing life insurance coverage will help shed some light on the options available to financial advisors and policy holders looking to capitalize on the hidden value in their life insurance plans. Policy holders need to know what the tax implications are for coverage payments in advance of death. They need to know whether viatical agreements will be taxed, and they need options when it comes to replacing expensive or...
24.	Bookmarks: 0	Investment Market Numbers: S & P 500 +8%; IGVSI +13%; MCIMs +20% Yet since mid-1970, portfolios investing exclusively in IGVSs (MCIM portfolios) have probably outperformed all other equity investment models --- So why haven't you heard about this? Because Wall Street would have almost nothing to sell if everyone adopted this model.
25.	Bookmarks: 3	Entrepreneurial Myths: The Truth Behind Them There are typical barriers that so called friends and advisors, put in your way if you are thinking of starting a business. The barriers to starting a business are built on the back of myths about the pitfalls and challenges which surround running your own business. We take a look at some of these myths and reveal them to be exactly that … just myths!
26.	Bookmarks: 0	A Couple Steps To Help You Be Rich Your advanced wealth planning strategies should not consist of you going it alone. The key to advancing your wealth is building a quality team of advisor's. Your advisor's will make you or break you. Advancing your wealth cannot and should not be done by yourself. Many people make the mistake of doing everything themselves. Doing everything yourself is fine but if you want to increase your wealth you will need advisor's. Money is an emotional subject for many people. Everyone...
27.	Bookmarks: 0	Advanced Wealth Planning Strategies Your advanced wealth planning strategies should not consist of you going it alone. The key to advancing your wealth is building a quality team of advisor's. Your advisor's will make you or break you. Advancing your wealth cannot and should not be done by yourself. Many people make the mistake of doing everything themselves. Doing everything yourself is fine but if you want to increase your wealth you will need advisor's. Money is an emotional subject for many people. Everyone...
28.	Bookmarks: 0	Forex Expert Advisors--Living Up To The Hype? Automated Forex Trading Systems Can Help New Traders With Profits
29.	Bookmarks: 0	Why You Need A Board Of Advisors/Mastermind Group This week I’ve had a lot of discussions with people about Mastermind Groups. All large corporations have a Board of Directors to be sure the company stays true to their mission, hit their numbers and fulfill their responsibility to stockholders. Small businesses (even sole-proprietorships) need them too. But usually, only those small businesses who accept private funding (from banks, angel investors, venture capitalists) have outsiders on their Board of Directors. A professio...
30.	Bookmarks: 0	Is an Independent Advisor Right for You? The process of managing personal finances is both time-consuming and complex. According to the 2005 Employee Benefit Research Institute's Retirement Confidence Survey, 55 percent of workers said they were behind schedule in retirement savings. With so many different companies offering a range of products and services, it's hard to know where to turn for financial advice.
31.	Bookmarks: 0	How Men Make Mistakes Buying Gifts When it comes to buying gifts for women, men are notoriously gullible. They buy women trinkets (and even big ticket items) on a whim, in the hopes of buying her affection. Carlos Xuma, renowned dating advisor, tells men how to handle the delicate art of gift-giving.
32.	Bookmarks: 0	The Best Kept Secret About Life Insurance Buy term and invest the difference is a strategy touted by ignorant advisors for years. Finally, someone has stepped forward to introduce the best kept secret of the life insurance industry. Don't buy life insurance until you've read this.
33.	Bookmarks: 0	Mias Calls On Mortgage Lenders To Fix Their Exit Fees MIAS, the Mortgage and Insurance Advisory Services (http://www.mias-ltd.co.uk ), is concerned that, despite the recent publicity and various campaigns in the press, borrowers are still being stung by punitive exit fees.Lenders charge exit fees when customers redeem their mortgage in full, for example, by switching their mortgage to a rival lender. Exit fees can also be termed administration charges, sealing fees or deeds-release fees and are raised to cover the cost of ta...
34.	Bookmarks: 0	Your Finance Fitness Center……….Debt Consolidation Finance Before going for a debt consolidation finance the person should preferabily consult the credit advisor. The credit advisor will evaluate his financial status and his problem of debts. After a thorough study on your status he will recommend you whether the debt consolidation finance suits you or not
35.	Bookmarks: 0	Debt Consolidation Help- employ a helping hand for debt elimination Debt consolidation help has an important role to play in the debt consolidation process. Principally advisory for borrowers who are not conversant with the rules and regulations of the financial and debt market, role of debt consolidation help may extend to negotiating payments on behalf of debtor. Read more about this in the following article.
36.	Bookmarks: 0	Business Debt and Loan Consolidation: Help, Solutions, and Services There are a lot of businesses that run into financial trouble and turn to financial advisors to help develop a business debt and loan consolidation plan.
37.	Bookmarks: 0	LMK Wealth Management - Our Team - Matthew J Melendy Matthew J. Melendy is a co-founder of LMK Wealth Management, Managing Director, and Business Development Officer. A recognized individual in the wealth management industry, Matt was most recently a Financial Advisor at Wachovia Securities, one of the largest brokerage firms in the United States.
38.	Bookmarks: 0	Investment Advisors 101… ask some questions. Why do people become Investment Advisors? Call me skeptical, but I don’t think it’s the ethereal glow they feel after implementing your new Financial Plan. Actually (once you appreciate that IAs are the primary delivery system for Wall Street’s huge collection of one-size-fits-all products), you’ll realize that it’s the money.
39.	Bookmarks: 0	The Role Of A CTA, Commodity Trading Advisor Today’s Commodity Trading Advisor is no longer to be thought of only as a Portfolio Manager. His role has expanded considerably as investment products become more complex
40.	Bookmarks: 0	How To Communicate Value Proposition And Return On Investment As part of my continuing series on Value and Pricing, the following article shows you how to position your company's value contribution to support the highest value-for-value exchange.Too many business owners, when asked about the value or ROI of their product or service, shrug their shoulders and say, "I can't really put a value on it." If you can't put a value on it, think how hard it is for your prospects and customers! And if they can't put a value on it, how likely i...
41.	Bookmarks: 0	Foreclosure Investing - The Fastest Way To Get Started In foreclosure investing or anything else, nothing beats being able to call up a trusted advisor for feedback during those critical stages.
42.	Bookmarks: 0	7 Common Mistakes of Estate Planning The most common mistake when it comes to estate planning is not getting around to doing it at all. Make sure that you take the time to plan at least the financial portion of your estate so that you leave your loved ones behind with some amount of security.
43.	Bookmarks: 0	1031 Exchange and Tenancy-in-Common: Seeking the Right Advisor to Achieve TIC Investment Objectives With its features and benefits, TIC/CORE is an increasingly popular 1031 exchange option for many real estate investors. However, 1031 exchanges and TIC/CORE transactions are very complicated, with both tax and legal issues topping the list of potential pitfalls. Section 1031 allows real estate investors to sell property that has been held for investment purposes and defer capital gains and depreciation recapture taxes if they acquire 'like-kind' exchange property of equal or greater value ...
44.	Bookmarks: 0	Investment Advisors 101... Ask These Questions Investment Advisors (IAs) come in all different intellectual, professional, and alphabetical varieties. They range in educational qualifications from High School dropout to PhD, and can be professional Accountants, Insurance Salesmen, Stock Brokers, Investment Managers, Dentists, Lawyers, TV personalities, and Gourmet Chefs.
45.	Bookmarks: 41	Task Prioritization Strategy One of the issues I have to deal with on a daily basis is task management. One my business advisors, Larry Warnick, had suggested this simple technique for prioritizing my tasks. Since no task management system is perfect, another of my business advisers, Hugh Ballou suggested another simple technique to handle this situation. I have combined these into a simple strategy that is easy to implement and effective.
46.	Bookmarks: 3	May The Investment Force Be With You (June 2009) The Dark Side of investing beckons like a Siren's song, luring the majority of professional advisors away from the safety and simplicity of The QDI. Institutional propaganda, projections, predictions, and hype have the same affect on unsuspecting boatloads of speculators who most often become shipwrecked on the derivative rocks.
47.	Bookmarks: 0	Can you inventory all your computers in 2 clicks? PC Inventory Advisor saves your time and requires very low investments on software and hardware audit with huge returns and savings. It has everything you need for effective computer inventory.
48.	Bookmarks: 16	Create Your Own Team Of Experts Who Will Work For Free Don't run your business in the dark! Surround yourself with experts who have skills, talents, contacts and access to capital to help you launch and grow your business. Let others become magnets for what you need next.