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Financial News

  1. The Need for Professional Conduct in Competitive Situations

    June 19, 2014

    <img src=”×200.jpg” alt=”” width=”300″ height=”200″ class=”wp-image-354 size-medium” /> Financial Advisor Tip: The need for professional conduct in competitive situationsAny Advisor or Agent with more than a few months of experience should be able to tell you with conviction that Advisors and Agents alike should conduct themselves as though their every action was under a microscope with […]

  2. Financial Responsibility in an Irresponsible Environment – An Analytic Review

    April 10, 2014

    In the course of my career as a financial planner in Southern California I have encountered many instances of clients living beyond their financial means. Despite the court of public opinion, living “at your income level” is never sound from a financial perspective. While many of us were raised in an era of poor financial […]

  3. Key Employee Insurance – Addressing an often-overlooked risk

    March 4, 2014

    You try to protect your business against as many risks as possible. But when it comes to key employees who are critical to your company’s success, there might be more risk than you think. The death or disability of a key employee can reduce the earning power of any business in the short run. For […]

  4. And the IRA goes to…

    We have all heard the horror stories about the wealthy actor or business man or woman who dies suddenly, inexplicably leaving all their retirement account assets to an ex-spouse or former partner because they failed to update their beneficiaries. The reality is that this mistake is quite common and though it might not make headlines […]

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