Posts Tagged ‘stocks and bonds’
October 26th, 2009
(Eugene Wehrheim) - As an investment person I get involved in many discussions about the markets, the economy, and world events. Many people want to discuss their views of the world and can be extremely vociferous in defending their particular logic and analysis of the world and the United States economy.
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Tags: barter system, brick and mortar, capstones, citizens of the world, exchange system, fiat money, gold silver, interesting things, majorities, monetary exchange, monetary value, money money, monies, physical commodity, piece of paper, shiny object, specie, stocks and bonds, united states economy, value of gold
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| Posted in News and Opinion |
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September 15th, 2008
(Money Manager) - Wealth management – what exactly does that phrase mean? How does it differ from financial planning and investing? While it may sound like just another buzzword, wealth management actually is an approach used by financial advisors to manage the wealth of their top tier clients who have more money than the average investor. There is no hard and fast rule as to the amount of financial assets a person must have to be included in the wealth management category, but when a person accumulates over $1 million in assets, he and his financial advisor should consider shifting their focus from typical financial planning to the idea of wealth management.
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Tags: asset management, buzzword, checking services, financial advisors, financial assets, financial goals, financial planning, glass steagall act, insurance companies, insurance company, insurance services, investment firm, investment firms, investment management, legal resources, management category, private banking, stocks and bonds, wealth management
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| Posted in Money Manager 101, Personal Finance, Strategies |
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September 4th, 2008
(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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Tags: 529 college savings, buying a house, college education, college tuition, dollar terms, education fund, high school diploma, investment portfolios, investment type, nugget, old adage, pre pay, private institution, public institution, rate of return, rewarding life, savings accounts, stocks and bonds, tuition prices, youngster
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| Posted in Money Manager 101, Personal Finance |
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