- A.M. Lehner
Finances in black and white
Many advisors stretch the meaning of “Fiduciary,” but not George Foley. For George Foley, chief investment officer of Dillon Capital Management, being a fiduciary leaves no room for equivocation.
- Advisors Magazine
Internet Users Knock, Knock, Knock, on Heaven’s Door
Preserving your digital legacy. After entering Heaven’s door on the Internet, what happens to your PIN, passwords, and apps floating in the cloud?
- Advisors Magazine
Combating Inflation
Many investors fail to take inflation into account. That’s not surprising, given that inflation has remained stable since 1980, and the 1970s “stagflation” era—which saw inflation rates climb higher than 12 percent for a brief time in 1979—is a distant memory.
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Aug 10, 19:16 pm
Finances in black and white
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Aug 15, 14:33 pm
Internet Users Knock, Knock, Knock, on Heaven’s Door
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Aug 13, 10:46 am
Combating Inflation
Over 75 million baby boomers are reaching retirement age, and many need alternative solutions to help close gaps in their retirement plans. For some, life settlements can provide the cash
- Advisors Magazine
Financial Advisor Always Knocks it Out the Park
Sage Wisdom Saves His Clients Money. After years of playing in the major leagues, he traded his catcher’s mitt and Louisville Slugger for an accounting career and eventually learned
- Advisors Magazine
America Employed
Poll Shows 41% of Unemployed in New York Are Giving Up on Finding Work, Up From 2016. 49% Blame Themselves for Their Unemployment. Half Have Not Had an Interview in the Past Month; 45% Report Being Unemployed for More Than Two Years
- Advisors Magazine
How To Decide Who Merits Your Money
As You Ponder Your Legacy. Not long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas.
- Matthew Edward
Does Your Advisor Really Know You?
If not, neither one of you are stepping up. Financial advisors may have thorough industry knowledge, but if they don’t have a full and complete understanding of you, your motives
- Matthew Edward
Credit Restrictions Conjures Up Alternative Financing*
Credit crunch solutions seem to be the wave of the future when it comes down to alternative financing, specifically for highly-leveraged companies in Corporate America today. D.C. Firms finds
- Advisors Magazine
Why Every Small Business Owner Should Consider Hiring an Accountant
After the economic slump of 2008, the economy has slowly recovered and in recent years, small businesses are now on the rise. Millions of people have pulled themselves up by their
- Advisors Magazine
Money in Motion
Helping working people save and invest for the future. A financially free and stable future doesn’t require the psychic ability to divine the market’s next dip or growth spurt.
- Advisors Magazine
Streamline Your Bills & Save Money in 2017
Bills are just as certain in life as death and taxes, and no matter how you live, there will surely be monthly expenses — even Survivorman has to come home to pay the mortgage.
- Matthew Edward
Rising Dragon, Hidden Dangers
Investing in Vietnam holds enormous potential, but can trap the unwary
- Advisors Magazine
Adapting to a Changing World
There aren’t a lot of concierge boutique-type services available for people with investable assets of less than a half million.
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