- Andrea Lehner
Bucking The Trends
Steering Away from Wall Street for Best Returns. While some investors watch their returns ricochet as quickly as the trends they follow, one RIA knows that the trends – and Wall Street –
- Andrea Lehner
A Wealth of Understanding
Building Relationships while Protecting Prosperity. Many people think of a wealth advisor’s role as one who helps create prosperity. For some, that role is more about protecting it instead.
- Andrea Lehner
Europe: Economic Crisis Equals Painful Choices
We’ve all heard of the butterfly effect – the metaphorical example of chaos theory that says the fluttering of a butterfly’s wings can cause a hurricane halfway around the world.
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Jun 29, 16:07 pm
Bucking The Trends
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Jun 29, 15:32 pm
A Wealth of Understanding
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May 21, 13:15 pm
Europe: Economic Crisis Equals Painful Choices
- Advisors Magazine
Retirement Plans Can Be Imperiled When
Long-Term Care Needs Arise. SAVINGS ARE DEPLETED QUICKLY IF NOT PROPERLY PROTECTED
- Andrea Lehner
Fulfilling Unique Planning Needs
Financial Management Based on Faith. Being of service is a lifetime endeavor, but what happens when someone retires and no longer has a paycheck coming in?
- Advisors Magazine
Guiding Retirement in the Oil and Gas Industry
The oil and gas industry is frequently making headlines. After all, it is one of the world’s largest industries. One trend has been simmering in the background over recent years, however.
- Felix Badea
Intensive Financial Care
In a trend showing strong vital signs in the midst of a challenged economy, today’s investor seeks much more from his or her financial advisor than just recommendations regarding which
- Advisors Magazine
Creating Client Comfort Through Education
The relationship a financial advisor creates with a client is more than just a simple transaction. At least, that’s howHenry Liao, a Financial Advisor and Associate Vice President with Ameriprise
- Andrea Lehner
Integrity without Compromise
Independent Experts Become Leaders in Consulting and Litigation. In the financial world it’s hard to find truly impartial experts, but in 2014, when opening their doors on Wall Street
- Advisors Magazine
Plain Conversation and Due Diligence Create Security
Drop the financial jargon. Don’t explain market activities with terminology sophisticated enough to require a specialized financial dictionary to decipher. But, at the same time, also do not talk
- Advisors Magazine
Following Biblical Financial Principles
Viewing his Financial Practice as a Ministry. In an industry long dominated by husbands as the most proactive spouse in a couple’s relationship with a financial advisor, a seismic shift is
- Fon Ngu, MA
The Key to Long Term Financial Security
According to Certified Financial Planner, Amy Salo, “In order to grow wealth, people should become habitual savers. Once that process has started people should develop and maintain a
- Advisors Magazine
A Sure Approach to Uncertainty
Using the endowment model to provide and protect long-term wealth. Some people say the only two things that can be counted on as certainity are death and taxes
- Judy Scinta
It’s All About Low Beta, Not Alpha
The Dodd–Frank Wall Street Reform and Consumer Protection Act was signed into law in 2010 in response to the Great Recession. Since then, criticism of this legislation remains prevalent.
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