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Special Report on

The Investment Advice Business

the investment advice business special research report Photo by group-odin.com
Phew, just when you think things are slowing down for the summer … out comes a new concept in Gumshoe teaserdom. Porter Stansberry’s folks are launching a new service, called True Income, which invests in something a little bit different … something that they’re teasing as “finally, a safe alternative to stocks!” The service is just coming out of beta and has been around for a few months, but this is the first time I’ve seen it sold — they say the price is $2,400, but that for you special folks they’re offering it half off, only $1,200. So what is it? Here’s the first ...
Ideally, the financial adviser helps the client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation . Financial advisers use stock , bonds , mutual funds , real estate investment trusts (REITs), options , futures , notes, and insurance products to meet the needs of their clients. Many financial advisers receive a commission payment for the various financial products that they broker, although "fee-based" planning is becoming increasingly popular in the financial services industry. A further distinction should be made between ...
REVIEWS AND OPINIONS
A New Role for Community Foundation | Tactical Philanthropy
Community foundations in the US are at risk of becoming irrelevant unless they can transform into trusted donor advisers. Since the founding of The Cleveland Foundation in 1914, community foundations have raised charitable funds from a community and distributed the money back to that area’s non-profit organisations. But a new role is emerging. In the near future, community foundations could supplant large private foundations as philanthropy’s leading voices and, in the process, change how individuals engage in philanthropy. One of the core services of community foundations is offering donor-advised funds. These accounts allow ... market research, surveys and trends
beware of sound-bite investment advice
You've probably noticed how investment advice comes packaged in sound-bites. Whether it is talking heads on television or articles in magazines, newspapers or the Internet, the implied assumption is you have the attention span of a two-year-old. The problem with packaging investment advice into sound-bites is it tries to convert something that is inherently complex into something simple. Investing is complicated. People get advanced degrees and train entire lifetimes to succeed in this profession yet still fail miserably – remember the debacle at Long Term Capital Management run by Nobel Laureates and PhDs in ... market research, surveys and trends

SURVEY RESULTS FOR
THE INVESTMENT ADVICE BUSINESS

Pension Trends Say "You Are On Your Own" For Retirement Planning
Eliminating poverty and providing security for the elderly used to be part of the American Dream. It began with Social Security and gathered momentum after World War II with corporate pension plans. The implied promise was that decades of service bought you a financial safety net during retirement. But not anymore… The paternalistic days of employers and government providing a guaranteed retirement income for life are coming to an end. Social Security and defined-benefit retirement plans are fast becoming relics of the past to be replaced with individual savings accounts and defined-contribution plans. Retirement planning for ... industry trends, business articles and survey research
Top Gun Financial Planning
While the recent price action has been docile, I believe we’re in the eye of the storm, a relative calm between the first phase of the financial crisis and the cumulative comeuppance that’ll flush — and perhaps reset — the system. - “Eye Of The Financial Storm” , Todd Harrison, MarketWatch, June 16 In the three weeks since the start of our third quarter on May 1st, which coincided with the expiration of the homebuyer tax credit, our per community deposits and traffic were up 23% and 11%, respectively, over last year’s comparable period. In the three weeks following our earnings conference call ... industry trends, business articles and survey research
RELATED NEWS
Double Dip Could Implode Small-Cap Stocks
Successful investing requires different perspectives. For one, you need a close-up picture. That’s why investors use short-term charts, CNBC and Fox Business. A short-term perspective shows you what’s happening today or this week. You can even get up-to-the minute market action with real-time charting for day trading. While this may help you find good entry and exit points, there’s a major problem: you might miss the forest because of all the trees. Every snapshot is part of a bigger picture. That’s why a longer-term perspective is also essential. Looking at weekly or monthly charts helps remind you that your ... market trends, news research and surveys resources
Archipelago Learning Added to Russell 3000 Index
a leading subscription-based online education company, today announced it has been added to the Russell 2000(R) Index. The addition took place on June 28 when Russell Investments reconstituted its comprehensive set of U.S. and global equity indexes. The annual reconstitution of Russell's U.S. indexes captures the largest U.S. stocks as of the end of May, ranking them by total market capitalization. Membership in the Russell 2000, which remains in place for one year, is based on inclusion in the broad-market Russell 3000(R) Index "We are pleased to become members of the Russell Indexes, which reflects our continued ... market trends, news research and surveys resources

INFORMATION RESOURCES

The Standard of Care for Investment Advice
or the growth of the investment advice business over the past seven-plus decades . Both laws were brought into existence at a time when there was no ... technology research, surveys study and trend statistics
Check Out Brokers and Investment Advisers
Federal or state securities laws require brokers, investment advisers, and their firms to be licensed or registered, and to make important information public. But it's up to you to find that information and use it to protect your investment dollars. The good news is that this information is easy to get, and one phone call or web search may save you from sending your money to a con artist, a bad financial professional, or disreputable firm.  Before you invest or pay for any investment advice, make sure your brokers, investment advisers and investment adviser representatives have not had run-ins with regulators or other ... technology research, surveys study and trend statistics
Investment Advice: Go for the MBA
Business school deans have been rushing to the defense of their graduate ... Investment Advice: GO MBA. New data based on. GMAC surveys suggest ...
REAL TIME
THE INVESTMENT ADVICE BUSINESS
  1. profile image adzmedia RT @PBSTweets: Peninsula & The Telegraph holding a FREE breakfast seminar on July 26, offering advice on how to grow your business - http://bit.ly/aJ0MnO
  2. profile image PBSTweets Peninsula & The Telegraph holding a FREE breakfast seminar on July 26, offering advice on how to grow your business - http://bit.ly/aJ0MnO
  3. profile image Philophrosyne @JoziPie Thank you for the outstanding advice; going to get a solid business proposal before there's any investment activity #yes #UnionJack
QUESTIONS AND ANSWERS
The Best Investment Advice I Ever Received (Book Excerpt)
The Best Investment Advice I Ever Received: Priceless Wisdom from Warren Buffett, Jim Cramer, Suze Orman, Steve Forbes, and Dozens of Other Top Financial Experts by Liz Claman ISBN: 0446578479 $23.99/U.S. $31.99/CAN 240 pages Warner Books Buy This Book from Amazon.com I was anchoring my financial news program one day when I looked in the camera and announced to the viewers, "Billionaire investor Warren Buffett just took a stake in an Israeli company. Is now the time for you to be looking at Israeli companies as a good investment?" If Warren Buffett were watching, he might have burst out ...
Advice on how to obtain a 4 million dollar for business investment ...
I am a 19 year old student at the University of Kansas. I am attending to get my degree in accounting, and planning on attending grad school for my masters. I am wanting to prepare myself for my career business plan in the future, and have been seeking advice from books, banks, ext. So I'd like to get some network advice as well. My future career plan is to become an owner of a student housing franchise (Apartments for current students in college). I would like to open my first one up, get it settled, and the continue to build my company across America. I need advice on how to win over a loan officer when the time comes ...