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March and April are typically two of the hottest months on Wall Street. Will 2015 be true to form? Can this 7-year bull market make it to 8?
Will the summer scorch your returns?
We'll examine the Investor's Almanac for the annual forecast. Prepare yourself by checking out the articles below.
Investor IQ Test.
2015 Company of the Year
2014 Company of the Year. (This company is trading near its historic lows. Could be an excellent buying opportunity.)
FYI: The 2013 Company of the Year tripled; more than 60% of the Company of the Year selections have doubled or more. You'll need an active subsription to access the Company of the Year articles. Call 310-430-2397 or email Heather @ NataliePace.com to renew now for up to 90% off of the regular subscription price. (Offer good now through April 15, 2015.)
Today our guests are Vicki Tifft of Clinical Research Management, Mike Ziccardi of the Advisor Resource Center and Ed Gonzales of Pilot Signs and Design. Clinical RM is responsibly managing clinical trials through partnerships around the world. The Advisor Resource Center works with financial advisors to meet the challenge of managing 401k plans for clients. What the business owner needs to know can be the difference between large fines and penalties and meeting those new challenges. Ed Gonzales made the choice to leave a high-flying career in manufacturing to launch his own business. His responsibilities to his family and community won out in the end.
As the average age of the Financial Advisor tops 57 years of age, our industry faces a challenge. Where will the next generation of Advisors come from? Join me today as I chat with Craig Pfeiffer, CEO of Advisors Ahead as we discuss the unique mission of Advisors Ahead.
With partnerships and carreer tracks at universities all over the U.S. Craig and I will discuss why he beleives his model is poised to help the indusrty find those that will be filling the ranks in the future.
There has been much buzz over the rise and asset gathering abilities of so called "robo-Advisors". Today, Chris Costello Co-Founder and CEO of Blooom joins me to chat about how his firm is managing your 401k balance on-line. Blooom has been the focus of content from Fast Company to Forbes, and from Business Insider to Barron's.
Chris and I will discuss the genesis and evolution of the platform and what Advisors should know about Blooom.
in Self Help
Is money really the root of all evil? Our attitudes or habitual ways of thinking about money can make the difference in success or failure with money and with life in general. Fortunately, our attitudes are subject to change even though many people are not aware of it. This show address money attitudes, listen in and see if you can find and identify yours. Guest Leslie Carr, Financial Strategist, New World Economists.
Today Laurie Rowley Co-Founder and President of NARPP joins me today to discuss her mission to empower retirement plan participants.
NARPP is a San Francisco-based 501(c)(3) non-profit organization whose mission is to advocate for individual savers. Through pioneering research, independent coalition building, and innovative educational programs, NARPP is making financial information transparent and universally accessible for the 145 million working Americans saving for retirement.
learn iras and 401ks to invest as a retirement account.
YOU DON'T BELIEVE IT. ONLY ONE GUY IN THE COUNTRY KNOWS IT AND HE IS SICK. BUT YOU WILL LEARN IT SOON ENOUGH. ALL YOUR MONEY IS PROMISED TO COMMUNIST NATIONS. JUST KEEP PACKING THAT 401K COMRADE.
WHY DO YOU THINK POLITICIANS ARE LOOTING THE TREASURY? WHO PAID OFF HITLERY WITH 2 B OR NOT 2B BILLION.?
Today I chat with Jeff Feld, CPA about his new 401k platform named Alliance One. Jeff and I will discuss which clients it will appeal to and the details that 401k Advisors need to know when shopping for plans.
AllianceOne is a simple turn-key plan that is built on ultra low-cost investments; fiduciary protection; participant retirement readiness and high-touch administrative services.
Returns on investments (ROI) are amazing. People play the stock market; they have 401K’s or RIA’s all under the guise of making more money than they started out with. People gamble on anything from the fastest horse to win the Derby, to how small was the smallest recorded snow flake. People purchase homes, cars, clothes, shoes, electronics, holidays/vacations, augmentation surgeries and on and on. This risk taking associated with all the above mentioned and then some, is all done with an expectation of a profitable return on their initial investment.
What return on your investment for your life are you looking for? So, my questions to you are simple this ”what risks are you prepared to take for your health, spiritual wealth or well being, peace of mind, to live your dream, to be the embodiment of your life’s purpose?” What is the life ROI that you are wanting?
Join me Dr. Wendy Dearborne choice expert and life coach and Olivia Lashley expressions coach and artist as we look at life and ROI’s.
WASHINGTON (AP) — The Obama administration is proposing tougher restrictions on brokers who manage Americans' retirement accounts, reigniting a confrontation with the financial services industry over rules affecting trillions of dollars in 401k and other savings accounts.
The proposal would hurt rather than help investors by limiting choices.
More real proof that Obama hates America.
A little girl Asked Obama this very question. Just what is Jihad? Obama's answer was, Yeah ah then a very long poses the finally said what every anyone wants Jihad to mean. Meaning that he is quoting the quran.Qur'an (16:106) - Establishes that there are circumstances that can "compel" a Muslim to tell a lie. and this as well. Quran (3:151) - "Soon shall We cast terror into the hearts of the Unbelievers, for that they joined companions with Allah, for which He had sent no authority". This speaks directly of polytheists, yet it also includes Christians, since they believe in the Trinity (ie. what Muhammad incorrectly believed to be 'joining companions to Allah'). Quran (8:12) - "I will cast terror into the hearts of those who disbelieve. Therefore strike off their heads and strike off every fingertip of them" No reasonable person would interpret this to mean a spiritual struggle.
In August 2014 the DOL published an RFI pertaining to Self-Directed Brokerage accounts within participant directed 401(k) plans. This session will review any DOL updates as well as review the fiduciary considerations in offering a brokerage window. What are the fiduciary roles and responsibilities of offering brokerage windows and how can plan advisors help their clients with this decision.
Mr. Lee Topley, AIFA® Managing Director of the Unified Trust, NA Retirement Plan Consulting Group will join us today to help us better understand the fiduciary requirements of offering a self-directed brokerage option. Lee will also chat with me about how an Advisor can help their Plan Sponsor Clients meet their fiduciary obligations if they are considering or already offer these options.
The information presented is the opinion of the presenter, is not intended to be legal or financial advice, and should not be relied upon for those purposes.
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