Sex, Lies and Financial Planning
When clients divorce, what’s a financial planner to do? As they say in a mindfield, step very, very carefully.
Handpicked: Separately Managed Accounts Can Offer Advantages Over Mutual Funds, but Watch Those Fees
As the popularity of mutual funds waned in response to a variety of factors, most notably perhaps the end of a product life cycle, Separately Managed Accounts caught fire. Spurred on by rapidly lowering investment minimums, assets in SMAs were closing in on $500 billion as 2003 came to a close. Barron’s took my advice to cover this emerging trend and hired me to write a primer on SMAs.
A Who’s Who of Independent Research
In the wake of the “global settlement” — the April 2003 agreement among 10 investment banking firms and the Securities and Exchange Commission — brokers, advisors and investors soon will find lots more independent research reports on their desks.
Early Harvest Bountiful for Investors
In the early summber of 2003, investors were seeing something they hadn’t for a very long time: stock market gains. Changes in the tax laws regarding capital gains, and a desire not to repeat the past leads to that most uncommon of Wall Street cries: Se
Wealth Management at FirstMerit
First Merit Financial reconfigures itself to offer a wealth management solution
Investors can be sooo predictable
Think the markets are rational? Think again. The burgeoning field of behavioral finance is debunking several myths about how investors behave and what this means for equities.
Preparing a Business Plan
This is a chapter in a book I wrote called Where’s the Money for Entrepreneur Media under agreement with its authors Dwayne Moyers and Art Beroff. It tells the would-be business plan writer all the need to know, and at 10,000 words is longer than many business plans.
Alternatives to an IPO – Reverse Mergers
This primer on how to reverse mergers was written as a chapter in the book called Where’s the Money. I wrote the book under agreement with its’ authors Dwayne Moyers and Art Beroff and with Entrepreneur Media, Inc.
Planning for Raising Equity Capital
Raising equity capital is like painting a room. Most of the work is in the preparation, and when prepared correctly, the actual painting is quick and easy. This article, which appeared as a chapter in a book I wrote for Entrepreneur Media under agreement with it’s authors Dwayne Moyers and Art Beroff, details common pitfalls and a step by step approach leading up to a request for the check.
How To Prepare a Loan Request
This primer on how to prepare a loan requests was written as a chapter in the book called Where’s the Money. I wrote the book under agreement with its’ authors Dwayne Moyers and Art Beroff and with Entrepreneur Media, Inc.