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Posts Tagged ‘brokerage firm’

February 19th, 2010

Do you Know the Difference between an Investment Advisor and a Broker?

(Tom Tomaj) - As a fee-only investment advisor I come across clients from all walks of life. Lately I have noticed something in common with many of these investors. Many do not know the difference between an investment advisor and a broker who manages and/or makes securities recommendations for their clients’ investment portfolios. With the almost unprecedented volatility in the securities markets, you cannot afford to dig your head in the sand when it comes to whom is managing your assets.

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September 15th, 2008


(Money Manager) - A SEP IRA is a type of individual retirement account that has different tax rules than other types of IRA's. With a few exceptions, a SEP IRA is subject to the same rules as a Traditional IRA. One of the differences is that a SEP IRA is set up by an employer for employees, or for himself if he is self-employed. Traditional IRA's are not set up by employees. As a result, SEP IRA's have rules as to who is an eligible employee, employer contribution limits, and so forth. Self-employed individuals with no employees make up the bulk of those establishing this type of IRA, although some employers with employees do have SEP IRA's.

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September 5th, 2008

529 College Savings

(Money Manager) - A 529 Plan is a way to save for college that provides special tax advantages not available through regular savings. These plans are named after Section 529 of the Internal Revenue Code which governs them.

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