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Money crunch
As stock prices have plummeted and market turbulence continues, Louisville financial planners are doing more hand-holding with edgy clients, reinforcing confidence that their investment fundamentals are sound.
Outer-city blues makes planners holler
BUILDING McMansion-style suburbs on the outskirts of Sydney costs the economy and the environment twice as much as inner-city housing, according to research released this week.
Keeping your balance
Are you feeling powerless in an uncertain economy? One way to take control is by creating a budget. As mundane as it sounds, you may be surprised at what it reveals about your spending habits. Knowing precisely what you earn, spend and save is also the first step in meeting long-term financial goals.
Something to dull the portfolio pain
Some financial advisers are telling their clients to investigate mutual funds that short stocks First, stock market losses left a sting. Now, after a nearly 50 percent decline, the losses feel like an open wound.
Mutual Funds: Give yourself a smooth ride down Wall Street
Many Wall Street experts aren?t going to like this. Ditto the denizens of the mutual-fund business. More than a few financial planners will raise an eyebrow. But it has to be said: You can keep less money invested in stocks than the financial services industry would have you believe -- without giving up your retirement goals and with a lot less risk.
Chris Farrell: Now more than ever, check into adviser's credentials
QIs there a place to check the reputation of a financial advising company that offers annuities and other investment possibilities? There are many I have never heard of (not surprising) and very little on the Internet.
Improvements ahead for downtown Perris
After taking notes on residents' hopes and dreams for downtown Perris, the city's planners and architects are headed for the drawing board.
Retirees Who Help Adult Children Should Still Balance Portfolios
Jim Rogers has always put his children first.
The corporate shuffle
Phil up. Philippe Bourguignon joined Cambridge-based Zipcar's board of directors. *** Scher-ing responsibility. ...
Your Money: Giving the Gift of a Financial Planner
The holiday season should be about giving, but at the end of the season, most people can?t help but think it?s all about spending and money out the door.
Beware of free financial advice
Question: My wife and I are looking into getting some financial advice. Our bank says they offer free services through their financial adviser. This worries my wife because she thinks that the adviser will push the bank's agenda. Is it safer to go with an individual adviser, or is going with one with a bank just as easy? The Mole's Answer: I'm going to go with your wife on this one. But this ...
Investment options for a bear market
First, stock market losses left a sting. Now, after a nearly 50 percent decline, the losses feel like an open wound. That's especially true for retirees who depend on their savings for living expenses. They've watched in horror as even portfolios light on stock mutual funds have lost 20 percent or more.
?Longevity risk?: When retirees outlive savings
Like many other elderly Americans, Edie Stark has been hard hit by the meltdown in U.S. financial markets. She is 84 and has been worried a lot lately about outliving her savings.
Latest issue
In our cover story, Anil Netto takes a close look at the ongoing candlelights vigils where ordinary rakyat have been coming out to express their desire for justice and reforms. The vigil on 9 November was broken up by police and 23 people were arrested.
Long on nerve? Give short funds a try
First, stock market losses left a sting. Now, after a nearly 50 percent decline, the losses feel like an open wound.
Experts show the way on post-Bush portfolios
The end of the George W. Bush era brings some Grateful Dead lyrics to mind: "What a long, strange trip it's been."
1 city school to close; zones move off island
Atlantic Elementary School will be closed and its students transferred to Southside and Emma Love Hardee elementary schools, according to a five-year plan approved by the Nassau County School Board.
11,800 appeal county reappraisals
Published: Sunday, November 23, 2008 at 3:15 a.m. Last Modified: Sunday, November 23, 2008 at 12:42 a.m.
Investing in a rocky market
The recent volatility of the stock market has left investors at all income levels biting their nails, but there is a silver lining: When the market is down, it can be an excellent time to reallocate and rebalance your portfolio.
Kabarec Financial Advisors Selects BridgePortfolio to Assist With Back Office Operations
Local firm to utilize BridgePortfolio's total account solution product.
As stock prices have plummeted and market turbulence continues, Louisville financial planners are doing more hand-holding with edgy clients, reinforcing confidence that their investment fundamentals are sound.
Outer-city blues makes planners holler
BUILDING McMansion-style suburbs on the outskirts of Sydney costs the economy and the environment twice as much as inner-city housing, according to research released this week.
Keeping your balance
Are you feeling powerless in an uncertain economy? One way to take control is by creating a budget. As mundane as it sounds, you may be surprised at what it reveals about your spending habits. Knowing precisely what you earn, spend and save is also the first step in meeting long-term financial goals.
Something to dull the portfolio pain
Some financial advisers are telling their clients to investigate mutual funds that short stocks First, stock market losses left a sting. Now, after a nearly 50 percent decline, the losses feel like an open wound.
Mutual Funds: Give yourself a smooth ride down Wall Street
Many Wall Street experts aren?t going to like this. Ditto the denizens of the mutual-fund business. More than a few financial planners will raise an eyebrow. But it has to be said: You can keep less money invested in stocks than the financial services industry would have you believe -- without giving up your retirement goals and with a lot less risk.
Chris Farrell: Now more than ever, check into adviser's credentials
QIs there a place to check the reputation of a financial advising company that offers annuities and other investment possibilities? There are many I have never heard of (not surprising) and very little on the Internet.
Improvements ahead for downtown Perris
After taking notes on residents' hopes and dreams for downtown Perris, the city's planners and architects are headed for the drawing board.
Retirees Who Help Adult Children Should Still Balance Portfolios
Jim Rogers has always put his children first.
The corporate shuffle
Phil up. Philippe Bourguignon joined Cambridge-based Zipcar's board of directors. *** Scher-ing responsibility. ...
Your Money: Giving the Gift of a Financial Planner
The holiday season should be about giving, but at the end of the season, most people can?t help but think it?s all about spending and money out the door.
Beware of free financial advice
Question: My wife and I are looking into getting some financial advice. Our bank says they offer free services through their financial adviser. This worries my wife because she thinks that the adviser will push the bank's agenda. Is it safer to go with an individual adviser, or is going with one with a bank just as easy? The Mole's Answer: I'm going to go with your wife on this one. But this ...
Investment options for a bear market
First, stock market losses left a sting. Now, after a nearly 50 percent decline, the losses feel like an open wound. That's especially true for retirees who depend on their savings for living expenses. They've watched in horror as even portfolios light on stock mutual funds have lost 20 percent or more.
?Longevity risk?: When retirees outlive savings
Like many other elderly Americans, Edie Stark has been hard hit by the meltdown in U.S. financial markets. She is 84 and has been worried a lot lately about outliving her savings.
Latest issue
In our cover story, Anil Netto takes a close look at the ongoing candlelights vigils where ordinary rakyat have been coming out to express their desire for justice and reforms. The vigil on 9 November was broken up by police and 23 people were arrested.
Long on nerve? Give short funds a try
First, stock market losses left a sting. Now, after a nearly 50 percent decline, the losses feel like an open wound.
Experts show the way on post-Bush portfolios
The end of the George W. Bush era brings some Grateful Dead lyrics to mind: "What a long, strange trip it's been."
1 city school to close; zones move off island
Atlantic Elementary School will be closed and its students transferred to Southside and Emma Love Hardee elementary schools, according to a five-year plan approved by the Nassau County School Board.
11,800 appeal county reappraisals
Published: Sunday, November 23, 2008 at 3:15 a.m. Last Modified: Sunday, November 23, 2008 at 12:42 a.m.
Investing in a rocky market
The recent volatility of the stock market has left investors at all income levels biting their nails, but there is a silver lining: When the market is down, it can be an excellent time to reallocate and rebalance your portfolio.
Kabarec Financial Advisors Selects BridgePortfolio to Assist With Back Office Operations
Local firm to utilize BridgePortfolio's total account solution product.
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1 | Financial Planners Gone WILD! |
2 | Financial Planners - financial information, certified, adviser ... |
3 | Association of Divorce Financial Planners |
4 | Financial Planners – Horan Capital Management |
5 | Financial Planners - 4 Reasons Why You Need Them |
6 | Financial Planners Coach |
7 | Welcome to Pro-Financial Planners |
8 | Home - Northstar Financial Planners, Inc. |
9 | Financial Planners | Certified Financial Planners | Fee Only ... |
10 | ncafinancial.com, financial planners, independent broker dealer ... |

