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Bonds may outperform stocks one year only to have stocks rebound the next. It sounds simple, but paying yourself first can really pay off. Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan. Each day, the Fed is behind the scenes supporting the economy and providing services to the U. S. financial system. Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns. Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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New York Firms Wealth Advisory Group and Sound Wealth Financial Group Merge to Create Regional Powerhouse
May 23, 2016 08:00 AM Eastern Daylight Time NEW YORK--(BUSINESS WIRE)--Wealth Advisory Group LLC®, a Manhattan-based Financial Services firm, and Sound Wealth Financial Group, a Long Island-based Financial Services firm, today announced the completion of their merger, creating a strong regional presence with six offices serving the Tri-state area and upstate New York. The merged company, operating under the Wealth Advisory Group name (wagllc. com), now serves more than 33,000 clients1 with over $14 billion in life insurance benefits in force, and over $2.
Accounting Outsourcing - Financial Clarity Improves Financial Performance
Financial management is the support associated with the Chief Financial Officer (CFO) and finance department of a company. These services primarily involve looking into the future by converting a business plan into a budget or financial model and helping a company manage its plan. CFOs provide management and the board with financial clarity and visibility into the financial results—why they occurred and what can be done to improve financial performance in the future. These services include financial oversight, financial trend analysis, cash management, debt management, board and management reporting, dashboards, benchmarking, budgeting and forecasting.
Partners | Blair Franklin Capital Partners
Add Contact From 1989 to 1997, David was a director in the Investment Banking Mining Group of ScotiaMcLeod Inc. in Toronto. During that time, David was responsible for managing relationships and transaction execution. From 1997 to 1999, David was Managing Director and senior member of the Investment Banking Group of CIBC Wood Gundy, responsible for public and private equity and debt financings, provision of valuations and fairness opinions, and M&A advice. From 1999 to 2002, David was a Managing Director in the M&A Group of Scotia Capital Inc.
sun life financial group benefits canada
#235 PDF version Last May, changes were announced regarding the Edmonton and Toronto Atria offices. On June 25th, 2010 the Edmonton Health and Dental office will be closing, followed by the closure of the Toronto Atria office on August 27th, 2010. As outlined in a Focus Update #173, the Health & Dental claims functions are being transitioned to our Waterloo Westmount and Montreal offices. What does this mean? Sun Life is making modifications to our claims adjudication process to help provide faster and more efficient service. After June 25th, 2010 health and dental claims will no longer be processed at the Edmonton office.
!company_name! | Company Profile from Hoover’s
For a child in elementary school, avoiding the principal is paramount. But for folks looking toward retirement, seeking The Principal may be wise. Founded in 1879, Principal Financial Group (or The Principal) is a top administrator of employer-sponsored retirement plans, offering pension products and services, as well as mutual funds, annuities, asset management, trust services, and investment advice. Its insurance segment provides group and individual life and disability insurance and group dental and vision coverage. Subsidiary Principal Bank offers online banking.
Andrew Margolick is the Founder and President of ARM Consulting, LLC. A formidable presence in the industry, Mr. Margolick boasts a distinguished and diverse real estate track record. With wide ranging expertise, running the gamut from acquisition and ownership to tenant representation and disposition, Mr. Margolick is recognized as one of the nation's leading real estate dealmakers. He has worked on the real estate portfolios of many leading companies in the retail, grocery, and restaurant sectors. Throughout his career, Margolick has been praised for being very nimble and creative--traits he leverages to efficiently execute on leases.
Carmel financial adviser found guilty of fraud
A federal jury on Friday convicted an unregistered Carmel financial adviser of 66 counts of wire fraud, securities fraud and money laundering following a four-day trial. Jamie C. Lopez, 41, could face up to 20 years on each count of wire fraud, 10 years for money laundering and 20 years for securities fraud. No sentencing date has been set. Prosecutors originally accused Lopez of taking an estimated $330,000 from investors from January 2010 to June 2012 and using the money for his own purposes, rather than investing it as promised. On Friday, the U.