Jefferson Pilot Creates Hybrid Annuities
By Staff WriterNU Online News Service, April 1, 2003, 3:15 p.m. EST -- Jefferson Pilot Financial, Greensboro, N.C., has introduced the Jefferson Pilot New Directions and ...
April 01, 2003
Where Everybody Knows Your NameKaren McIntyre works out of a bedroom, but it's not what you think. The offices of Executive Financial Services are located in a quaint, historic...
April 01, 2003
Karen McIntyreExecutive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 [email protected] www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...
April 01, 2003
Core-and-Satellite Portfolios & TaxesIn the financial services industry, there is growing recognition that the design and structure of equity portfolios with multiple managers should be fundamentally different for...
April 01, 2003
Lemons From LemonadeGood news! We are now officially in the worst stock market environment in the last 70 years. Most financial advisors are experiencing feelings "somewhere between...
April 01, 2003
Mental AccountingIn today's highly competitive environment, advisors are employing various client-profiling tools to understand more about their clients' needs. Some have embraced a more comprehensive financial...
April 01, 2003
Taking Charge"My God, it's full of stars," reads the last line of Arthur C. Clarke's novel 2001: A Space Odyssey. Though not heard in Stanley Kubrick's...
April 01, 2003
Taxed to the MaxJust when we thought we'd put 2002 behind us, along comes April 15 to remind us of it all over again. And worse yet, to...