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| fee only financial advisor syracuse: Bonds Hildy Richelson, Stan Richelson, 2010-05-25 In Bonds: The Unbeaten Path to Secure Investment Growth, Hildy and Stan Richelson expose the myth of stocks' superior investment returns and propose an all-bond portfolio as a sure-footed strategy that can ensure results. The book is designed to educate novice and sophisticated investors alike and serve as a tool for financial advisers as well. It explains why bonds can be the right choice and how to use them to achieve financial goals. It presents a broad spectrum of bond-investment options, describes how to purchase bonds at the best prices, and most important, shows how to make money with bonds. The bond strategies presented in this book are used by the wealthiest investors and financial advisers to maximize the return on their portfolios while providing security of principal. These strategies can help you determine how to use bonds in your portfolio and take control of your financial destiny. You'll be playing it smart while playing it safe. Silver Medal Winner, Axiom Business Book Awards (2008) Silver Medal Winner, Independent Publishers Book Award (IPPYs) (2008) Silver Medal Winner, Advertising/Marketing/PR/Event Planning Category, Axiom Business Book Awards (2008) |
| fee only financial advisor syracuse: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| fee only financial advisor syracuse: Fee-Only Financial Planning John E. Sestina, 2002-02-28 J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed father of fee-only financial planning, the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: * The advantages and disadvantages of fee-only planning for both client and planner * Making the transition from commission-based to fee-based planning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers. |
| fee only financial advisor syracuse: Financialization, Financial Literacy, and Social Education Thomas A. Lucey, 2021-09-30 The objective of this book is to prompt a re-examination of financial literacy, its social foundations, and its relationship to citizenship education. The collection includes topics that concern indigenous people’s perspectives, critical race theory, and transdisciplinary perspectives, which invite a dialogue about the ideologies that drive traditional and critical perspectives. This volume offers readers opportunities to learn about different views of financial literacy from a variety of sociological, historical and cultural perspectives. The reader may perceive financial literacy as representing a multifaceted concept best interpreted through a non-segregated lens. The volume includes chapters that describe groundings for revising standards, provide innovative teaching concepts, and offer unique sociological and historical perspectives. This book contains 13 chapters, with each one speaking to a distinctive topic that, taken as a whole, offers a well-rounded vision of financial literacy to benefit social education, its research, and teaching. Each chapter provides a response from an alternative view, and the reader can also access an eResource featuring the authors’ rejoinders. It therefore offers contrasting visions about the nature and purpose of financial education. These dissimilar perspectives offer an opportunity for examining different social ideologies that may guide approaches to financial literacy and citizenship, along with the philosophies and principles that shape them. The principles that teach and inform about financial literacy defines the premises for base personal and community responsibility. The work invites researchers and practitioners to reconsider financial literacy/financial education and its social foundations. The book will appeal to a range of students, academics and researchers across a number of disciplines, including economics, personal finance/personal economics, business ethics, citizenship, moral education, consumer education, and spiritual education. |
| fee only financial advisor syracuse: The Marketing Guide For Financial Advisors Claire Akin, 2019-11-06 The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing. |
| fee only financial advisor syracuse: Train at Home to Work at Home Michelle McGarry, 2003-07 Begin a Work-at-Home Career with the Training and Education You Need! Train at Home to Work at Home This unique guide provides comprehensive resources on more than 200 distance-learning programs that can teach you 27 of the most popular and profitable work-at-home careers. Distance-learning programs have exploded in the last few years---courses are now available online, via e-mail, via teleclass, through the mail, on audiotape, on videotape, and even on CD-ROM. You can learn: graphic design at UCLA professional writing at Washington State University life coaching at CoachU Web site design at Penn State financial planning at University of Alabama interior design at the Art Institute International medical transcription at the Health Professions Institute and many more. Plus, extensive resource lists (organizations, books, and Web sites) complete each section. Full contact information, tuition rates, and course descriptions make comparisons and contrasts a breeze. |
| fee only financial advisor syracuse: The Truth about Money Ric Edelman, 2005 Explaining difficult concepts in plain English with a breezy style, this third edition has new material covering new tax laws, retirement savings strategies, a chapter on identity theft, and question-and-answer sidebars. |
| fee only financial advisor syracuse: Directory of Pension Funds and Their Investment Managers , 2008 |
| fee only financial advisor syracuse: Income on Demand Jonathan D. Bird, 2020-07 |
| fee only financial advisor syracuse: Directory of Fee-Based Information Services Helen P. Burwell, Carolyn N. Hill, 1990 |
| fee only financial advisor syracuse: Common Financial Sense: Simple Strategies for Successful 401(k) & 403(b) Retirement Plan Investing Harris Nydick Cfp(r), Greg Makowski Cfp(r), 2018-04-09 The decisions you make about your 401(k) or 403(b) plan today will have a huge impact on your life tomorrow. Your future isn't going to pay for itself. Common Financial Sense will give you the knowledge you need to fund the retirement you deserve. Common Financial Sense helps you to better understand your 401(k) or 403(b) plan and how to save smarter for your retirement. Common Financial Sense lays out the basics of 401(k) and 403(b) planning in simple, easy to understand language. With the guidance of nationally recognized investment experts Harris Nydick and Greg Makowski, you'll learn how to: Choose the investments best suited for you Make other important choices that are appropriate to your stage of life Identify common misconceptions about retirement planning Calculate the optimum amount to save each year Be calm in the face of market fluctuations Get to retirement with a large enough nest egg When it comes to investing for your future, many people don't even know where to begin or what questions to ask. Common Financial Sense is your starting point. |
| fee only financial advisor syracuse: Newsweek , 1996 |
| fee only financial advisor syracuse: Profit First Mike Michalowicz, 2017-02-21 Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of. |
| fee only financial advisor syracuse: Directory of Registered Investment Advisors , 1995 |
| fee only financial advisor syracuse: The Tools & Techniques of Financial Planning Stephan R. Leimberg, 2002 |
| fee only financial advisor syracuse: Review of Cooper [i.e. Coopers] and Lybrand Independent Financial Assessment of the Federal Aviation Administration United States. Congress. House. Committee on Transportation and Infrastructure. Subcommittee on Aviation, 1997 |
| fee only financial advisor syracuse: Dow Jones Investment Advisor , 1997-07 |
| fee only financial advisor syracuse: Network World , 1988-06-20 For more than 20 years, Network World has been the premier provider of information, intelligence and insight for network and IT executives responsible for the digital nervous systems of large organizations. Readers are responsible for designing, implementing and managing the voice, data and video systems their companies use to support everything from business critical applications to employee collaboration and electronic commerce. |
| fee only financial advisor syracuse: Creating an Investment Policy Statement Norman M. Boone, Linda S. Lubitz, 2004 What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said,Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the heat of battle.Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent. If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clients. |
| fee only financial advisor syracuse: Investment Advisor , 1992-12 |
| fee only financial advisor syracuse: The Weekly Underwriter Alasco Delancey Brigham, Henry Rogers Hayden, 1907 |
| fee only financial advisor syracuse: The Attorney-CPA , 1980 |
| fee only financial advisor syracuse: NOFA Organic Farms, Folks & Foods , 2001 |
| fee only financial advisor syracuse: Independent Banker , 2007 |
| fee only financial advisor syracuse: The Pig Book Citizens Against Government Waste, 2013-09-17 The federal government wastes your tax dollars worse than a drunken sailor on shore leave. The 1984 Grace Commission uncovered that the Department of Defense spent $640 for a toilet seat and $436 for a hammer. Twenty years later things weren't much better. In 2004, Congress spent a record-breaking $22.9 billion dollars of your money on 10,656 of their pork-barrel projects. The war on terror has a lot to do with the record $413 billion in deficit spending, but it's also the result of pork over the last 18 years the likes of: - $50 million for an indoor rain forest in Iowa - $102 million to study screwworms which were long ago eradicated from American soil - $273,000 to combat goth culture in Missouri - $2.2 million to renovate the North Pole (Lucky for Santa!) - $50,000 for a tattoo removal program in California - $1 million for ornamental fish research Funny in some instances and jaw-droppingly stupid and wasteful in others, The Pig Book proves one thing about Capitol Hill: pork is king! |
| fee only financial advisor syracuse: The Best Home Businesses for the 21st Century Paul Edwards, 1999-09-13 This invaluable guide provides comprehensive profiles of more than one hundred hot new businesses that promise the top opportunities for small-business people in the future. Paul and Sarah Edwards explore the best opportunities for self-employment in the next century--ranging from being a business-network organizer to running a transcript-digesting service--and provide expert, step-by-step advice on:? the skills and knowledge needed to startup;? the start-up costs, pricing, and potential earning;? the best ways to get new business;? the advantages and disadvantages of each business; ? the hands-on advice of those already in the field.In addition to the nearly one hundred businesses profiled, an expanded section on The Best of the Rest explores dozens of additional top businesses to watch for. The Best Home Businesses for the 21st Century is the smartest, most complete book available for anyone looking for right ways to make it on their own. |
| fee only financial advisor syracuse: The Tools & Techniques of Income Tax Planning Stephan R. Leimberg, 2004 |
| fee only financial advisor syracuse: Department of Housing and Urban Development, and Certain Independent Agencies Appropriations for Fiscal Year 1976 United States. Congress. Senate. Committee on Appropriations, 1975 |
| fee only financial advisor syracuse: Kiplinger's Personal Finance , 2001-12 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| fee only financial advisor syracuse: Department of Housing and Urban Development, and Certain Independent Agencies Appropriations for Fiscal Year 1976, Hearings Before ... 94-1 United States. Congress. Senate. Appropriations Committee, 1975 |
| fee only financial advisor syracuse: National Tollfree Directory , 2006 |
| fee only financial advisor syracuse: Best Life , 2006-11 Best Life magazine empowers men to continually improve their physical, emotional and financial well-being to better enjoy the most rewarding years of their life. |
| fee only financial advisor syracuse: Security Dealers of North America , 1995 |
| fee only financial advisor syracuse: Handbook of Hedge Funds François-Serge Lhabitant, 2011-03-23 A comprehensive guide to the burgeoning hedge fund industry Intended as a comprehensive reference for investors and fund and portfolio managers, Handbook of Hedge Funds combines new material with updated information from Francois-Serge L’habitant’s two other successful hedge fund books. This book features up-to-date regulatory and historical information, new case studies and trade examples, detailed analyses of investment strategies, discussions of hedge fund indices and databases, and tips on portfolio construction. Francois-Serge L’habitant (Geneva, Switzerland) is the Head of Investment Research at Kedge Capital. He is Professor of Finance at the University of Lausanne and at EDHEC Business School, as well as the author of five books, including Hedge Funds: Quantitative Insights (0-470-85667-X) and Hedge Funds: Myths & Limits (0-470-84477-9), both from Wiley. |
| fee only financial advisor syracuse: Consultants & Consulting Organizations Directory Cengage Gale, 2009-05-12 |
| fee only financial advisor syracuse: The Encyclopedia of Careers and Vocational Guidance William E. Hopke, 1967 |
| fee only financial advisor syracuse: CIS Higher Education Directory 2010 Derek Bingham, 2009-10 |
| fee only financial advisor syracuse: Standard & Poor's Security Dealers of North America Standard and Poor's Corporation, 1998 |
| fee only financial advisor syracuse: Kiplinger's Personal Finance , 2003-05 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| fee only financial advisor syracuse: Prominent Families of New York Lyman Horace Weeks, 1898 |
About FEE - Foundation for Economic Education
FEE impacts students directly in their classroom through engaging educational seminars. Our network of acclaimed professors and accomplished entrepreneurs deliver …
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Paper Money as a Weapon of War - FEE
Apr 24, 2025 · Lawrence W. (“Larry”) Reed is FEE's President Emeritus, Humphreys Family Senior Fellow, and Ron Manners Global Ambassador for Liberty. He previously served as …
Canada’s Ailing National Healthcare Is Not a Model fo…
Feb 17, 2025 · Nikolai G. Wenzel is Assistant Professor of Economics at Florida Gulf Coast University. He is a former Foreign Service Office (by competitive examination) with the …
About FEE - Foundation for Economic Education
FEE impacts students directly in their classroom through engaging educational seminars. Our network of acclaimed professors and accomplished entrepreneurs deliver programs in-person …
Home - FEE
Founded in 1946, FEE is the original home of free-market economic thinking in America. FEE’s popular digital content and in-person programs turn complex ideas into practical tools for living …
5 Absurd Examples of Government Waste in 2024 - FEE
Dec 31, 2024 · Defenders of fiscal sanity have received quite a surprise with Trump’s new Department of Government Efficiency (DOGE). For the first time in what seems like
Contact - FEE - Foundation for Economic Education
FEE is proud to collaborate with likeminded individuals and organizations worldwide.
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Bring FEE to your classroom — and explore a world of teaching resources. Elevate your students’ educational journey with FEE’s engaging in-person programs, digital tools, and ready-to-use …
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Archive - FEE - Foundation for Economic Education
Being Polite to Robots Might Kill Us All (But in a Really Lovely Way) June 2, 2025 | Nicole James
The Chinese FDR - FEE
Jun 6, 2025 · Lawrence W. (“Larry”) Reed is FEE's President Emeritus, Humphreys Family Senior Fellow, and Ron Manners Global Ambassador for Liberty. He previously served as president …
Paper Money as a Weapon of War - FEE
Apr 24, 2025 · Lawrence W. (“Larry”) Reed is FEE's President Emeritus, Humphreys Family Senior Fellow, and Ron Manners Global Ambassador for Liberty. He previously served as …
Canada’s Ailing National Healthcare Is Not a Model for America
Feb 17, 2025 · Nikolai G. Wenzel is Assistant Professor of Economics at Florida Gulf Coast University. He is a former Foreign Service Office (by competitive examination) with the U.S. …
