What's in a Name?
By Staff WriterJunxure's history is a bit confusing because of its former association with Schwab Performance Technologies. Junxure got its start by signing an agreement to let...
October 01, 2004
About The ManagerBart Geer is a Chartered Financial Analyst with more than 23 years of professional investment experience, although he notes that he personally has been a...
October 01, 2004
Using Custom ToolsThis talk about custom-tailoring solutions is all well and good, but an obvious objection may be forming in your head. It all sounds great, you...
October 01, 2004
Model PortfoliosTo better serve his smaller-account clients and the family members of some of his larger clients, Leonetti's firm offers a mutual fund modeling service. After...
October 01, 2004
Michael LeonettiLeonetti & Associates 1130 Lake Cook Road, Suite 300 Buffalo Grove, Illinois 60089 877-909-6535 www.leonettiassoc.com E-mail: [email protected] Year practice began: 1982 Number of advisors in office: 10 Number of clients: more than...
October 01, 2004
Putnam Equity Income Fund800-225-1581 o www.putnaminv.com Ticker: PEYAX Manager: Bartlett R. Geer Manager's tenure: 4 years Fund started: June 15, 1977 Min. initial investment: $500 Load (front-end): 5.25% 12(b)-1 fee: 0.25% Net assets: $3.19 billion P/E ratio:...
October 01, 2004
Keeping a recordThe following documentation should be maintained regarding ERISA decisions: o Journals, ledgers, bank statements, and appraisals that support plan assets and investments. o Analysis and reports...
October 01, 2004
Under CoverIf you have any function with an employee benefit, retirement, profit sharing, 401(k), savings, health, or other type of plan, or if you serve such...