Search by Tag: financial planning

2010-12-08 | 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.

2010-12-08 | 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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2010-11-21 | 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.

2010-11-18 | 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.

2010-11-17 | Study based on the Value Averaging investment strategy reveals how investors can achieve their financial goals regardless of market volatility or direction. Powerful web based software program now available for license to financial services companies.

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2010-11-16 | Bolthouse Farms to transform trade planning in a unified planning environment with Trade Promotion Optimization Planner.

2010-11-10 | DeVincent to explain how to implement automation technologies without incurring large set-up costs, lengthy installations, or difficult adoption, while experiencing a positive return on investment in less than a year.

2010-11-09 | The deVere Group, the world's largest independent financial consultancy group, was announced lead sponsor of Chris Foot in his quest to become the first polar expeditionist to travel 1392 miles solo unsupported and unassisted.

2010-11-09 | 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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2010-11-04 | In the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth, nine financial professionals help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams.

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2010-11-02 | Rob DeVincent provides company with extensive background in accounts payable automation solutions.

2010-10-16 | 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.

2010-10-15 | Vitucci & Associates, a Bay Area financial advisor firm founded by Pat Vitucci, has opened its eleventh office in Larkspur, Marin County.

2010-10-08 | 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.

2010-10-01 | Verus Capital Partners, LLC, a SEC registered investment advisory firm in Scottsdale, Ariz., has become a branch of independent broker/dealer Securities America.

2010-09-30 | Finding a trustworthy financial professional is essential, especially during the on-going economic turmoil facing today's investors.

2010-09-25 | 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

2010-09-24 | 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.

2010-09-17 | 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.

2010-09-16 | Independent broker/dealer Securities America is pleased to announce an agreement with Equitas Financial of Grand Rapids, Mich., for Equitas Financial managers and registered representatives to become a branch of Securities America.