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investment adviser representative
4.129 documents for investment adviser representative
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Step 3 - Use your Cash Flow Worksheet to track your actual expenses. At the end of each month, tally up all of your income and expenses, using your pay stubs, checkbook, credit card statements and receipts. Buy a pocketsized notebook to keep record of out-of-pocket cash expenses, such as taxi fares, lunches, haircuts, movies, magazines, etc. Now compare your actual income and expenses with your original estimate and readjust your estimate. Look at your expenses. How can you reduce them by 10-20 percent right now? First, reduce your cable/satellite TV, mobile phone and computer/game expenses? Next, look at items such as clothing, entertainment, eating out, transportation, etc. Consider alternative ways to reduce expenses such as buying clothes during seasonal sale periods, cooking meals ...
...With high unemployment, poor investment returns and declining home equity, your family's f...
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Independence Day, 2009 will be a time of national celebration. Freedom, democracy and financial security are the key elements of the American dream. Most Americans dream of financial independence and being able to unleash the shackles of a life-long job. However, only about 5 percent of the population will ever achieve true financial independence. * First, buy and read the book "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko. It is a well-written and comprehensive study on why and how families achieve wealth. [Michael G. Shinn], CFP, registered representative and investment adviser representative of and securities and investment advisory services offered through Financial Network Investment Corporation, member SIPC. Visit www.shinnfinancial.com for more information...
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Is it wealth, fame or fortune? Unfortunately, if you have watched the recent news, it seems a number of the "rich and famous" end up in reputably tragic situations-Michael Jackson, Steve McNair, Bernie Madoff and etc. Likewise, our bodies will respond to what we eat, drink or otherwise injest. Like our minds, our bodies, if not exercised regularly will operate at less than peak efficiency. No amount of money or fame can compensate for poor mental or physical health. Michael G. Shinn. CFP. Registered Representative and Investment Adviser Representative of and securities and investment advisory services offered through Financial Network Investment Corporation, member SIPC. The deceased was not a celebrity or public official; however he had touched the lives of many ...
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From the macroeconomic perspective 2007 looks pretty good. But what do these forecasts mean to most of us that are dealing with the everyday realities of raising a family, working a job, paying the bills and generally dealing with stretched resources? Let's look more closely at some of the economic indicators, how they might relate to our personal situation and how we might finish 2007 in better financial shape. *Your Economy-For 2007, what is your projected FGP-Family Gross Product? which would include income, education/training and service to others and the community? Do you forecast your FGP to increase for 2007? What are some ways that you could increase your family's output and efficiency? (Michael G. Shinn, CFP, Registered Representative and Investment Adviser Representative of an...
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The bursting of the real estate bubble has created an oversupply of vacant and abandoned homes. Housing values have tumbled and today, it's a buyer's market. I asked Linwood Smith, a real estate agent with McMullan Realty in Cleveland, Ohio, is this the time to buy real estate as an investment? "It's a good time, if you have cash and you know what you are doing. However, if you think you are going to get in and make a fast buck, you will probably end up losing your shirt," he said. Real estate investing is not for everyone. It is a "hands-on" investment that requires a broad set of management skills. However, in today's market, for those with cash to invest and a lot of sweat equity, real estate investing can be a financial game changer. [Michael G. Shinn], CFP, registered representativ...
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Agent registration BLOOMINGTON -- Doug Davis, an agent at Country Insurance & Financial Services, recently obtained the Investment Adviser Representative registration.
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will go down in the record books as a major inflection point in our country's economic history. There have been major financial institution failures such as Bear Stearns, Lehman Brothers, Merrill Lynch, AIG and the government takeover of Fannie Mae and Freddie Mac. These failures and the credit freeze precipitated the unprecedented and highly controversial $700plus billion dollar government bailout of WaU Street And finally we are the midst of a historic Presidential election filled with charges and counter-charges; "must see" televised debates and a level of political drama that overshadows the most popular soap operas. Downturns can present some financial opportunities. Because of slower economic activity, retailers are generally more open to "make deals" on price and terms, hi a...
...* Investments: During an economic downturn most investments are ...
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Amy Rose Herrick, an investment adviser representative with Woodbury Financial Services Inc., offers the following consumer tip for surviving a shaky economy: Regarding a KPERS $4,000 retiree death benefit:
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Amy Rose Herrick, an investment adviser representative with Woodbury Financial Services Inc., offers the following consumer tip for surviving a shaky economy: Regarding a KPERS $4,000 retiree death benefit:
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>Hires/Promotions/Honors The Western New York Chapter of the School Administrators Association of New York State selected Gerry Gentner as the Don Munson Friend of Education award winner. Gentner is a partner at L&M Financial Services and a investment adviser representative with Securities America Advisors.
