Fixed-Income Fanatics
By Staff WriterAccording to a Bank of America survey, 37% of mass-affluent investors have at least one-quarter of their assets in fixed-income investments, while 16% have at...
December 01, 2003
Menu-Driven: Services the ultra-Wealthy ExpectThe fractional jet industry depends more on ultra-affluent individuals than just about any other business model. And as the industry matures, its ability to change...
December 01, 2003
A Matter of InterpretationAs the interpreter for Lee Kramer at Kramer Financial in Frederick, Maryland, 23-year-old Lisa Soyke got an associate degree in Sign Language Interpreting in 2001...
December 01, 2003
Top ConsiderationsOn the Web, Education Among the places to learn more about running retirement plans are Web sites like www.freeerisa.com, www.plansponsor.com, and the plan provider directory...
December 01, 2003
Getting Past Square OneWhen Mike Matson of Matson Financial Advisors in Danbury, Connecticut, decided to add retirement plans to his practice, he found that his background in planning...
December 01, 2003
Ram KolluriRam Kolluri GlobalValue Investors, Inc. 821 Alexander Rd. Princeton, New Jersey 800-637-9955 www.globalvalue.com [email protected] Year practice began: 1982 Number of advisors in office: 3 planners, 1 analyst, 1 support staff member Number of clients:...
December 01, 2003
Resource AidsPlanners oJeffrey H. Massey, Massey & Associates, Inc., [email protected] oJoel A. Larsen, Larsen Financial Strategies Group of Wachovia Securities,[email protected]; TDD phone: 707-422-1762 oLee Kramer, Kramer Financial Inc., [email protected] Technology oDarren...
December 01, 2003
The Total PictureJames Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...