Collection: advisors

Governor Vetos Pension Reform Bill – myMotherLode.com

October 02, 2010    02:00 pm Tina Falco, MML News Reporter Sacramento, CA–  California Governor Arnold Schwarzenegger has vetoed landmark pension reform legislation stating that the bill did not apply consistently to all employees. AB 1987, authored by Assemblywoman Fiona Ma of San Francisco, would have eliminated pension spiking, double dipping, golden handshakes and would have [...]

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The Answer Is Yes, What Is The Question? by Matt Sawyer

A good friend of mine was telling me a story the other day that I could not help but pass along.  It is a shining example of the service that we all look to provide for our clients, but also identifies an important component for delivering excellent customer service.  It goes like this:  A gentleman [...]

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2009 Top Financial Advisor of the Year: Stan Corey & Paul Bennett: BMA

It’s obvious, but worth repeating nonetheless; attention to detail pays (especially in this business). After consuming far too much black coffee and pizza, we thought we had the Advisor of the Year nominees wrapped up and looked forward to putting it to bed. Then we got an entry from C5 Wealth Management and tossed it [...]

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Financial Blogs In The Spotlight: Top Financial Blogs Series Wade Dokken

Image via Wikipedia MarketWatch is a mega financial site with terrific traffic and the ability to really drive attention to blogs.  Wade Dokken Our MarketWatch colleague David Weidner sifts through the blogosphere and compiles a list of his top 10 favorite financial blogs. It’s a solid group, with the highly regarded Barry Ritholtz at the [...]

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Wade Dokken has 10 Financial Blogs For The Young And The Rich The Online Investing AI Blog: Top Financial Blogs Series

There’s a series of disturbing studies that indicate American youth will not be physically or mentally fit enough to face the challenges of the next decade. What’s really a shame is that there are more tools and more technology available now for improved physical and mental fitness than ever. I’m not sure I can force [...]

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Top Financial Blogs–series by Wade Dokken

A focus of WealthVest is to create a world-class platform for financial advisors, agents, broker-dealers and their consumers.   I have accumulated a series of top financial blog lists and I’m going to share with our WealthVest Marketing advisors. Many of these I keep on my Google Reader, so that I can easily track their [...]

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Oil: Crisis and collusion | The Economist Wade Dokken

Crisis and collusion The 50 years under OPEC have been eventful Sep 14th 2010 | From The Economist online OPEC, the cartel of oil producers, celebrates its 50th anniversary on September 14th. The organisation was founded in 1960 with the explicit purpose of manipulating oil prices by controlling supplies. It has generally proved successful. OPEC [...]

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Social Security strategies boost income – Investment News comments Wade Dokken

The press is growing about concerns about outliving our savings.  This is why lifetime income annuities are growing in popularity and the guarantee of principal protection of annuities–both fixed and fixed index annuities.    This is an excellent article that talks about the foundation of many Americans’ retirement plan—Social Security.   We need to build [...]

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Google Me, The new Twitter and how financial advisors can benefit from Social Networking by Sean Browne

Welcome to my Blog Financial Advisors.  I wanted to start with some news on what’s happening in the Social Media World to help keep you up to speed.  I have been keeping an eye on three particular new stories lately that may have a big impact on social media that can effectively increase your financial [...]

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