Daily Investment Tips

I did a google search for “investment counselor new york” and the first result was for Bolter Investment company, an investment portfolio management company in New York City.

On its website the company describes itself as a registered independent investment advisor providing traditional portfolio management for a select number of clients.  Clients include individuals, families, trusts, charitable organizations, and retirement plans.

Portfolios are managed individually within the guidelines and objectives that are established with each client. Our attention to each client enables us to maximize investment returns while being considerate of individual financial security, risk tolerance and investment goals.

Looking at their annual returns page the investment counseling company has delivered annualized returns ranging from 4%-6%.

written by Constantine Njeru \\ tags: Charitable Organizations, Counseling, Financial Security, Google, Google Search, Independent Investment Advisor, Individuals Families, Investment Company, Investment Counselor, Investment Goals, Investment Portfolio Management, Investment Returns, Management Company, New York City, Portfolios, Retirement Plans, Risk Tolerance, Security Risk, Traditional Portfolio, Trusts

With so many financial advisors spread out across the web it is never easy telling a good financial advisors from the bad financial advisor.

The US & World News website has a nice post on four steps to take when you want to evaluate your next financial advisor.

1. Dont be fooled by the title

2. Avoid the free financial advisors

3. Avoid financial advisors who tempt you with plenty of free perks

4. Avoid the middle man financial advisor.

For an indepth information read the original post What everyone should know about financial advisors.

written by Constantine Njeru \\ tags: Amp, Financial Advisor, Financial Advisors, Four Steps, Man Financial, Middle Man

The advantage of being young is that you have alot of time to save and accumulate enough money for retirement.

In a Boston Globe Money Make Over column, Financial Planner Philip Lee of Back Bay Financial Group gave the following financial advice to two 30 something young people, unmarried without kids.

First of all pay off the students loans.

Tackle the emergency fund, make sure that you have enough tucked away to cover six months of living expenses.

Don’t ignore retirement savings, since delaying even a few years can dramatically increase the amount that you need to save each month.

written by Constantine Njeru \\ tags: Advantage, Boston Globe, Emergency Fund, Enough Money, Financial Advice, Financial Group, Financial Planner, Living Expenses, Loans, Philip Lee, Retirement Savings, Six Months, Young Kids, Young People

In their annual ranking of Top financial advisors. The editors of Barron online ranked Ron Carson of Carson Wealth Management Group as the top independent financial advisor in Omaha, Nebraska.

This is how Carson wealth management group on their website.

Carson Wealth Management Group was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services. When we manage your money, you get all this and more. We call it True Wealth…all that money can’t buy and death can’t take away. Our goal is to help our clients find True Wealth by uncovering what is truly important in their lives. We are dedicated to taking you on this journey.

They even go further and politely ask for your business. Please consider Carson Wealth Management Group and Experience the Difference for yourself.

written by Constantine Njeru \\ tags: Barron, Editors, Financial Advisors, Independent Financial Advisor, Journey, Loyalty, Management Group, Money, Omaha Nebraska, Personal Services, Ron Carson, Top Financial Advisor, Traditional Values, True Wealth, Uncompromising Quality, Wealth Management

Loral Langemeier is the resident ‘Money Expert’ on the Dr. Phil show. She makes appearance on Dr. Phil show where she shares her money making ideas.

Loral Langemeier has written a book, The Millionaire Maker ; Act, Think and Make money the way the wealthy do. The book made it to New York Times best seller list.

In her book Langemeier urges the nonwealthy to quit their jobs, start businesses, plow money into real estate and other “aggressive, unconventional” investments.

Langemeier emphasizes aggressive, multilateral investing.

According to Langemeier this is how millionaires are made. They get their assets invested; they learn to make more money; they run their personal finances like a business-for profitability.

While I agree with some of her ideas I think her advice is not for the beginner, it is for the experienced investor.

written by Constantine Njeru \\ tags: Appearance, Assets, Best Seller List, Dr Phil, Dr Phil Show, Investing Tips, Investments, Investor, Jobs, Loral Langemeier, Millionaire Maker, Millionaires, Money Expert, Money Making Ideas, New York Times, New York Times Best Seller, New York Times Best Seller List, Personal Finances, Profitability, Real Estate

If you are looking for a financial advisor or financial planner based in Boston then I suggest you look at the list of top financial advisor listed on barron online or the list of top financial advisor at Boston Magazine.

Top Financial Advisors By Barron Online

Barron has a ranking of top 100 financial advisors in the state of Massachusetts. The following five financial advisors and planners from Boston made it into the list.

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Victor Livingstone of Morgan Stanley Smith Barney Boston was ranked no. 2

William Sullivan of UBS Financial Services Boston was ranked no. 6

James Odorczuk of J.P. Morgan Securities Boston was ranked no. 7

Ross Dolgoff of J.P. Morgan Securities Boston was ranked no. 8

20 Best financial advisors

On Boston magazine list of 20 Best Financial advisors around Boston the following made it into top five:-

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Marc A. White Jr. of JPMorgan Private Bank, Boston was ranked no. 2

John D. Spooner of Citigroup Smith Barney, Boston was ranked no. 3

William J. Sullivan of UBS Financial Services, Boston was ranked no. 4

Andrew H. Zimmerman of Merrill Lynch, Boston was ranked no. 5

written by Constantine Njeru \\ tags: Bank Boston, Barron, Best Financial Advisors, Boston Magazine, Citigroup Smith Barney, Dolgoff, Financial Planner, J P Morgan, J P Morgan Securities, John D Spooner, Livingstone, Merrill Lynch, Morgan Stanley, Private Bank, Stanley Smith, State Of Massachusetts, Top Financial Advisor, Ubs Financial Services, William J Sullivan, William Sullivan

The key to selecting a good financial advisor or financial planner around Las Vegas area is to go by the reviews and recommendation of others. People who have used the services of a certain financial advisor are likely to give you an honest opinion.

There are several places online where Las Vegas financial advisors / Las Vegas financial planners are reviewed.

Barron Ranking of Las Vegas Financial Advisors.

Barron has an annual ranking of top financial advisors. The following las vegas financial advisors were ranked in top 5 among top Nevada Financial advisors.

1 Randy Garcia of The Investment Counsel Company

2 Brian Buckley of Morgan Stanley Smith Barney

3 Deborah Danielson Danielson Financial

Another place to find Las Vegas Financial Advisors / Las Vegas Financial planners is at Yelp. The good thing about Yelp is that the site is reviewed by users like you.Some of financial advisor from Las Vegas at Yelp Financial Services are:

Leornard Bensons Company

Hiey Insurance Agency.

Another online resource for Las Vegas financial advisors is the Yellow pages. Although these are purely Ads, the one advantage is that they have a large resource of listed Las Vegas financial advisors and Financial planners. See Yellow Pages

written by Constantine Njeru \\ tags: Barron, Brian Buckley, Danielson, Financial Advisor, Financial Advisors, Financial Planner, Financial Planners, Financial Services, Honest Opinion, Insurance, Insurance Agency, Investment Counsel, Las Vegas, Morgan Stanley, Online Resource, Smith Barney, Stanley Smith, Vegas Area, Yellow Pages, Yelp

E. William Stone is the chief investment strategist at PNC Wealth Management in Philadelphia.

William Stone Financial Advice

In businessweek interview the man gave his thoughts on why this is the best time to be investing in stocks.

Widespread nervousness about the economy is “a positive” because it gives investors a chance to find “a good company that’s being dragged down by the overall market.”

written by Constantine Njeru \\ tags: Best Time, Businessweek, Chief Investment Strategist, Economy, Financial Advice, Good Company, Investing In Stocks, Investment Management, Investors, Nervousness, Philadelphia, Pnc, Wealth Management

Pittsburgh financial advisors are spread from advisors working in high street firms to independent financial advisors running their own advisory firms.

Pittsburgh Top Ranked Financial Advisors and Investment advisors.

Barron does annual ranking of top financial advisors and the following financial advisors from Pittsburgh were ranked among the top 100 financial advisors in the state of Pennsylvania.

1. John Waldron of Waldron Wealth Management Pittsburgh was ranked at No. 1

2. Robert of Fragasso Fragasso Financial Advisors Pittsburgh was ranked at No. 6

3. David Jancisin of Merrill Lynch Pittsburgh was ranked at No. 13

4. James Lowden of UBS Financial Services Pittsburgh was ranked at No. 16

5. Ahmie Baum of UBS Financial Services Pittsburgh was ranked at No. 20

6. Carrie Coghill-Kuntz of D.B. Root Pittsburgh was ranked at No. 29

Other financial advisors around Pittsburgh include:-

• Wright Associates Pittsburgh
• Peridot Capital Management Pittsburgh
• Express Financail advisors pittsburgh
• Lincoln Financial advisors pittsburgh
• Legend financial advisors pittsburgh

written by Constantine Njeru \\ tags: 1 John, Advisory Firms, B Root, Barron, Capital Management, Coghill, Financial Advisors Investment, Fragasso, Independent Financial Advisors, Investment Advisors, John Waldron, Kuntz, Legend Financial, Lincoln Financial Advisors, Lowden, Merrill Lynch, Peridot, State Of Pennsylvania, Ubs Financial Services, Waldron Wealth Management

Getting a good investment advisor should not be a matter of luck. You can do your home work by pre-screening potential investment advisors. You have to treat the potential advisors as a job seeker. This is the person you are hiring / employing to advise you on how to invest so just like any other employer go for the best.

How to screen investment advisors.

You can make a point of meeting the investment advisors face to face for a question and aswer question. In the first meeting you shuld be the one asking the questions not the other way round. The advisor should ask you questions after you have hired him.

Here are a few questions to get your started as provided by Securities and exchange commission

* What experience do you have, especially with people in my circumstances?

* Where did you go to school? What is your recent employment history?

* What licenses do you hold? Are you registered with the SEC, a state, or FINRA?

* Are the firm, the clearing firm, and any other related companies that will do business with me members of SIPC?

* What products and services do you offer?

* Can you only recommend a limited number of products or services to me? If so, why?

* How are you paid for your services? What is your usual hourly rate, flat fee, or commission?

* Have you ever been disciplined by any government regulator for unethical or improper conduct or been sued by a client who was not happy with the work you did?

The answers to this question will help you make a judgement on the invesment advisor competence and integrity.

written by Constantine Njeru \\ tags: Circumstances, Competence, Employment History, Face To Face, First Meeting, Hourly Rate, Improper Conduct, Integrity, Invest, Investment Advisor, Investment Advisors, Investment Broker, Job Seeker, Judgement, Matter Of Luck, Related Companies, School History, Securities And Exchange, Securities And Exchange Commission, Sipc