- Amy M. Armstrong
Every Dollar Counts
Don’t leave any possible monetary gains on the table. This is the goal behind active tax loss harvesting, a technical financial maneuver allowing an investor to sell a losing investment
With tax filing season upon us, it's a good idea to educate yourself on what's changed since last year. While it's been a relatively quiet year in terms of new tax laws, there are a handful
- Amy M. Armstrong
Factor a Client’s Goals into the Portfolio’s Desired Rate of Return
Tie the management of your client’s portfolio to the achievement of his or her goals, and the chances of success greatly increases in terms of creating a situation in which a client does not
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Jan 05, 12:45 pm
Every Dollar Counts
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Dec 13, 21:01 pm
4 tax changes that could impact your 2016 return
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Nov 21, 12:33 pm
Factor a Client’s Goals into the Portfolio’s Desired Rate of Return
Who do you think took more business, economics, and accounting courses in college, regulators or Wall Street executives?
- Advisors Staff
TRY and FAIL BUT DON'T FAIL to TRY
Saving – the most crucial element of a successful retirement plan – is also often the most difficult thing to do.
- Amy M. Armstrong
Sheepskin Earns Entrepreneur
Financial Adviory Career in Corporate World. Teaching Difficult Financial Concepts To Her Clients
- Advisors Staff
Some Counterintuitive Approaches to Money Management
Nowadays, there are still many people who have never gained any formal training in money management and do not have a professional in the wings able to give advice.
- Lori Pizzani
Embracing Transitions
Turning challenges into inspirational moments. Kuhlmann understands transitions.
- Advisors Magazine
A Long-Term Relationship
Wins Over Short-Term Financial Gains. Several recent surveys by organizations monitoring the pulse of the financial services industry are demonstrating that clients
An international investment banking firm providing corporate financial advisory services, merger and acquisition (M&A)
- Advisors Magazine
Fair Labor Standards Act overtime rule:
A milestone in employment law. Tom Spiggle likes to fight for the underdog. So much so that in 2009 he left his job as a federal prosecutor to open The Spiggle Law Firm so he could focus
- Advisors Magazine
Changing Mindsets
Maximizing Social Security and Minimizing Debt. Considering all the talk and warnings by professionals in the financial services industry that Social Security isn’t enough to fund a comfortable
- Advisors Magazine
The First Step on a Financial Journey
Begins with Identifying the Destination. When CEO Scott Lebin speaks about a sound fiscal journey while investing in the financial world, his clients listen with an open ear.
- Shawnna Stiver
A MICHAELANGELO in the financial world
Helping clients take better control of their financial future. When Christopher P. Provo, RFC, CRPC, president and CEO of Provo Financial Services, starts working with a client, he likens his role in the relationship to that of Italian sculptor Michelangelo—
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