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Posts Tagged ‘investment portfolios’

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 4th, 2008

529 Plan

(Money Manager) - It pays to go to college, according to the old adage. And there's more than a nugget of truth to it. A college education can pave the way to a broader range of interests, to increased career opportunities, to a more rewarding life overall. In dollar terms, it paves the way to higher income on average, nearly twice that of the person with just a high school diploma. While college may pay, it also costs.

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