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Atlanta #1 in US on Hotwire Travel Value Index
March 11, 2010 – 6:35 pm | No Comment
Atlanta #1 in US on Hotwire Travel Value Index

From NY Times Blog:
Looking for a cheap vacation? Try Atlanta.
The city topped Hotwire’s fifth annual Travel Value Index, which ranks 75 destinations in the United States based on where it says that travelers can find …

Famously private Hedge Fund manager shows some transparency playing golf
March 11, 2010 – 9:19 am | No Comment
Famously private Hedge Fund manager shows some transparency playing golf

SAC Capitals founder Steve Cohen oversees $12B in assets these days.  While this is down from the peak of $16B its still pretty impressive.  Steve has always been known as an extremely private money manager.  …

Does your company provide you with 401(k) advice?
March 10, 2010 – 5:24 pm | One Comment
Does your company provide you with 401(k) advice?

There was a study done back in January which found that people who received investment advice on their 401(k) performed much better than those who didn’t over a three year period.  In fact the exact …

Advisors Winning Clients—And Employees
March 10, 2010 – 5:10 pm | No Comment

From Financial Advisor Magazine:
Independent financial advisory firms, which have won clients away from Wall Street brokerages over the past year, are now drawing away brokers, too.
As independent firms become more established, many are looking to …

Keeping your TAX paperwork organized
March 10, 2010 – 4:59 pm | No Comment

From Motley Fool
The simple three-folder tax filing system
Kick the “pile it and file it later” approach: It doesn’t work. Trust us. The following three-folder system — a basic organizational method — is just as easy …

Shedding Some Light On The 401k Business
March 7, 2010 – 4:05 pm | One Comment

From Daily Finance:
John Hancock is a big player in the 401(k) market. According to its website, the Boston-based financial services giant is the No. 1 full-service provider to 401(k) plans. It serves over 42,000 plans with …

Is A Roth IRA Conversion Right For You This Year?
March 7, 2010 – 4:02 pm | One Comment

From MarketWatch:
As years go, 2010 is on course to be a blockbuster for retirement-account owners. Starting in January, all Americans who own a traditional IRA — not just those who have modified adjusted gross income …

Shift From Commissions to Fees Has Benefits for Fund Investors
March 7, 2010 – 4:00 pm | One Comment

From The Wall Street Journal:
Over the past 15 or 20 years, advisers have started charging annual fees—frequently around 1% to 2% of assets—rather than taking commissions on individual transactions. The motive was simple: Securities firms …

Market Timing hurts investors!
March 4, 2010 – 10:38 am | 2 Comments
Market Timing hurts investors!

As I try to explain to my clients, it is VERY difficult to time the market.  It is very rare that a money manager can actually guess correctly when is the righ time to buy …

$15 for $40 Worth of Pub Fare and Drinks or Event Admission at Park Tavern
March 4, 2010 – 10:17 am | No Comment
$15 for $40 Worth of Pub Fare and Drinks or Event Admission at Park Tavern

Groupon has a great deal at Park Tavern going on right now.  The nice thing about this is that you can use it for events as well.  Several of the associations and groups I am …