Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Two Steps Back?
By Bob Clark, Bob ClarkI have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...
December 13, 2005
Pru Backs New Orleans Jazz GroupPrudential Financial Inc. has agreed to spend a total of $500,000 to help save a major New Orleans musical group.[@@]Prudential, Newark, N.J., will be ...
December 05, 2005
West Coast Bank Unit Gets New PresidentA California financial services company is promoting 2 insurance subsidiary executives.[@@]The company, Greater Bay Bancorp, East Palo Alto, Calif., has named Frederick de Grosz, ...
December 01, 2005
Disability Insurer Backs Ski EventHartford Financial Services Inc. is returning as the sponsor of a major winter sports gathering for people with disabilities.[@@]The 1-week Hartford Ski Spectacular is ...
December 01, 2005
Schultz Financial Group, Inc.160 West Huffaker Lane Reno, Nevada 89511 775-850-5620 www.schultzfinancialgroup.com Russell C. Schultz, CFP President Vicki P. Schultz, CFP Executive Vice President
December 01, 2005
The Future's Coming, Ready or NotI am deeply honored that on the occasion of Investment Advisor magazine's 25th anniversary, the editors would ask me to share a personal reflection about...
November 30, 2005
Seattle Firm Joins Marketing ConsortiumThe Lyman Group has become a provisional member of M Financial Group.[@@]Lyman advises owners of closely held businesses, and it also advises wealthy individuals ...
November 28, 2005
Haves And Have Nots DivergeMost employees seem to think their finances are much better or much worse than they were a year ago.[@@]Researchers at ComPsych Corp., Chicago, an ...