What's new at Fund ManagersNo Load Mutual Funds or Exchange Traded Funds ETFs?
If you are fed up with early redemption charges and ever increasing mutual fund management fees on top of bad-performing fund managers, read on... (read more)
No Load Mutual Funds or Exchange Traded Funds (ETFs)?
If you are fed up with early redemption charges and ever increasing mutual fund management fees on top of bad-performing fund managers, read on... (read more)
Planning Your Financial Future
Millions of people give a lot of thought to financial planning but get frustrated and give up before ever making any progress... (read more)
Senior Life Settlement-Uses and Applications
In a recent article in the National Underwriter (April, 2005) a Senior Life Settlement is depicted as an ingenious financial planning option available to consumers by providing access to secondary life insurance market through life insurance valuation... (read more)
Its High Time for Lifetime Savings Accounts
I'm constantly reading articles on the internet and in financial magazines in which so-called financial planning experts express perplexity as to why about 30% of employees do not... (read more)
Publicity: Show a Reporter You Care by Inviting Them to Fact-Check
Just like a financial planning client fears not having enough money for retirement, reporters fear getting their facts wrong in print.Inaccuracy isn't tolerated in newspapers or magazines... (read more)
The Dreaded Direct Question
(Please have a glass of water within reach before reading this article.)Your personal financial planning is the topic of discussion here today, but not quite yet. First I would like to bring your attention to the issue of bragging... (read more)
A Safe Port For Mutual Funds But Not You!
Soft dollars, a form of legal kickback, is a sly way you can get ripped off by mutual fund managers. Full service brokers give these kickbacks to non-indexed mutual funds in the form of a? ebate?to purchase research, software, and even computer... (read more)
Defining Moment
Do you know your audiences? I mean really know them. I?e just been working on a project for a client to help him position his financial planning business and to determine who his key audiences are... (read more)
Financial Planners, Make Sure Reporters Comprehend Your Topic
Don't assume that a reporter understands financial planning. If anything, assume the opposite until proven wrong. See if you can't develop a couple of questions for the reporter that delicately explore their subject-matter knowledge... (read more)
Tips for Financial Planning
The following tips will help get you in gear to start your financial planning. Once you have made financial planning part of your routine, it won? seem so difficult. But getting your financial planning started can be the most difficult thing... (read more)
Optimizing Your Dead Links!
I have been reading, with great interest, all the online advice about how to optimize a website. We have a financial planning business in Victoria, BC... (read more)
Missleading Fund Names Wreak Havoc On Investor Returns!
Mutual fund managers use fake fund names to part you from your money such that you cannot judge what a fund does by its name. Many funds have names that are outright misleading or even deceptive... (read more)
What is Life Insurance?
Life Insurance is an insurance policy that provides an agreed amount of cover over an agreed term, so that should you die during the policy term, a lump sum is paid out. Life insurance is considered as the cornerstone of financial planning... (read more)
Why You Must Have More Than One Niche Sites
Have you heard of diversifying your investment portofilio?No? Well, it's extremely famous in financial planning... (read more)
Financial Planner: Essential Funds
Setting goals for retirement initializes the need for financial planning for most adults. However, retirement is not the only reason you need to set aside funds for the future... (read more)
Affording a Home
Can you really afford a house? If so, how much house can you afford? To determine this answer will take serious financial planning, and the best time to start is at least six months before buying the home... (read more)
Why Buy and Hold?
Since I can remember, and that? a long time ago, the Wall Street brokerage companies, mavens and mutual fund managers have been exhorting the mantra of Buy and Hold for all your investments... (read more)
Why do Some People Rake in the Dough while Others Spin Their Wheels to No Avail?
Here? the truth: I have read hundreds and hundreds of books about personal finances, from the conventional world of financial planning, to the trendy how-to-get-rich programs to the New Age gurus of money... (read more)
The Club
Yesterday I received my monthly issue of MONEY magazine. This issue has the special feature called? he Ultimate Investment Club?that highlights their picks for the top mutual fund managers. Let? see how their members made money for their shareholders... (read more)
Trading vs Investing
I often hear from people,? don? trade. I invest. I buy a mutual fund and I hold it? Mr. Investor, did you know you are trading on a regular basis? Are you aware that mutual fund managers are changing their positions by selling certain stocks and buying... (read more)
A Marketing Plan Minus Fanfare? What a Concept!
If you are now or ever have been part of a large company or corporation, you are familiar with planning exercises?usiness planning, financial planning, marketing planning, all sorts of planning... (read more)
Protecting Your Expatriate Family
If you and your family relocate overseas, one of your first priorities from a financial planning point of view may very well be establishing health care... (read more)
Optimizing Your Dead Links
I have been reading, with great interest, all the online advice about how to optimize a website. We have a financial planning business in Victoria, BC... (read more)
Marketing-Minded Financial Planners Piggyback on Topic A to Get Free Publicity
That big story the media pursue each day is what I call Topic A. And even if it doesn't seem to have anything to do with financial planning, it often lead to huge media visibility for you... (read more)
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