Investing

Using Average Cost Or FIFO?

Despite Misguided Comments About The Title, Dr. Craig Israelsen Gets 4.6 Stars For Presentation On How Advisors Can Encourage Good Behavior In Investors

Obstacles To Location Optimization

UHNWIs' Growing Need For Help With Self-Directed IRAs Spawns A Niche; Our Expert Gets A 4.7-Star Rating On A Webinar About This Esoteric, Fun, And Lucrative Niche

Every Asset Class Was Up In The First Half Of 2014 -- First Time In 20 Years

 

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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