David Harris
By Staff WriterLegacy Solutions 355 Gemma Circle Santa Rosa, California 95404-2733 707-539-0241 www.legacysolutions.net [email protected] Year firm began: 1997 Number of consultants in office: 1 Number of clients: Usually 3-4 clients at any given time; has...
July 01, 2003
Energy CzarWhile the United States has won the shooting war in Iraq, uncertainty still abounds in the rebuilding of that country and in fact throughout the...
July 01, 2003
The Pleasure PrincipleSummertime, and the livin' is easy.... Or is it? Some people have a hard time making space for the people and leisure activities they love...
July 01, 2003
Come TogetherTraditionally, financial planning is a lonely profession. Perhaps that's why we get relatively high attendance at industry gatherings. Today, sole practitioners represent well over 70%...
July 01, 2003
Left Behind?Variable annuities suffered a blow last month when President Bush's new tax law, the Jobs and Growth Tax Relief Reconciliation Act of 2003, failed to...
July 01, 2003
Giving BackCharitable giving is something that many people only think about at the holidays, when mailboxes are jammed with greeting cards, homes are festooned with lights,...
July 01, 2003
Media MogulIn today's challenging economy, the last thing on the minds of many financial professionals is getting new clients. Instead, most advisors are burying their heads...
July 01, 2003
Master Harold's New PortfoliosBeing the nation's most quoted financial planner makes Harold Evensky an easy target for those who envy his visibility and influence. But there's a good...