Kurt Schindler
By Staff WriterKurt Schindler Financial Planning Group 33 Calle Bolivia, Suite 302 Hato Rey, Puerto Rico 00917 Phone: 787-754-1116 Fax: 787-754-7842 [email protected] www.fpg-pr.com/english Year practice began: 1990 Number of advisors in office: 2 advisors, 2 support...
March 01, 2004
How to Get It RightProbably the most common mistake advisors make when marketing their services is to think that telling prospective clients about their technical skills will convince those...
March 01, 2004
Royce Special Equity Fund800-348-1414 www.roycefunds.com Ticker: RYSEX Managers: Charles Dreifus Manager's tenure: 5 yrs. 9 mos. Fund started: May 1, 1998 Min. initial investment: $2,000 Load (front-end): 0.00% 12(b)-1 fee: 0.00% Net assets: $788.29 million P/E ratio: 14.74 P/B...
March 01, 2004
Public Speaking TipsHere are some additional tips for giving a great presentation. DOs o Arrive at least 45 minutes early. o Start and end on time. o Speak before food is...
March 01, 2004
Why Integrity MattersRandy Cooper of Life Transition Planning in Tampa, Florida, says errors and omissions insurance is no substitute for a clear set of values. In a...
March 01, 2004
No CompromisesAggressive investors need not apply," might read a sign hanging over Charlie Dreifus's office door. Don't get the wrong idea. Making money is very important...
March 01, 2004
At Home, AbroadRed hair and freckles will make you stand out in any crowd, but on the palm-treed, cobblestoned streets of San Juan, Puerto Rico, you might...
March 01, 2004
Efficiency ExpertsAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...