fee-based Investment Advisor Archives

28 Mar THE VALUE OF A FEE-BASED ADVISOR

Posted at 15:17h in Fee-Based Advisors by Jamie Nast 0 Comments

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A shared goal, a stronger relationship. Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. Would you rather meet with an advisor,...

26 Jul Kevin Nast Presents: WEEKLY ECONOMIC UPDATE

Posted at 01:22h in Investment News by Kevin Nast 0 Comments

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WEEKLY QUOTE“A happy person is not a person in a certain set of circumstances, but rather a person with a certain set of attitudes.”– Hugh Downs WEEKLY TIP If you’re going to start a home-based business, make sure your local zoning regulations permit it. The Small Business Administration’s website...

18 Mar IRA CHANGES FOR 2011

Posted at 21:03h in Retirement Planning, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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Little details you need to know about. What’s new? Every year brings changes in tax law, and some of these revisions always seen to affect IRAs. Here is a look at some of the new wrinkles for 2011. You can’t defer income resulting from a Roth IRA...

14 Mar IMPACT INVESTING (SOCIALLY RESPONSIBLE INVESTING)

Posted at 00:56h in Investment Strategy by Kevin Nast 0 Comments

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Allocating your assets with the goal of helping the world … and your portfolio. “Do well by doing good.” You’ve probably heard that phrase. In the financial arena, it is often written or spoken in reference to impact investing – also known as socially responsible investing. A...

fee-based Investment Advisor Tag

28 Mar THE VALUE OF A FEE-BASED ADVISOR

26 Jul Kevin Nast Presents: WEEKLY ECONOMIC UPDATE

18 Mar IRA CHANGES FOR 2011

14 Mar IMPACT INVESTING (SOCIALLY RESPONSIBLE INVESTING)

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