Oct 20

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: , , , , , , , , , , , , ,

Aug 30

Thomas Kaplan, a billionaire investor has been profiled in the latest issue of Business week magazine. He is also the Chairman of Tigris Financial Group

Thomas Kaplan gold forecast

Kaplan says the big rally is still to come. It’s not riots in the streets he envisions, but a more fundamental case of demand outstripping supply as gold becomes a currency in its own right.

Gold Stocks he is holding

Thomas has invested in in Vancouver-based mining company NovaGold Resources. Other investors in this mining operationg include George Soros & John Paulson.

Best Thomas Kaplan quote

“People view gold as emotional, but when they demythologize it, when they look at it for what it is and the opportunity it represents, they’re going to say, ‘We really should own some of that.’ The question will then change to ‘Where do we get the gold?’ “

Source Businessweek Gold Evangelist

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , , , ,

Jul 29

If you are looking for financial advisors around or near Bellevue, Washington you have various.

My first option I recommend you have look at the list of top 100 financial advisors in the state of Washington by Barron. The financial advisors are ranked by Asset under management.

Barron Top 10 Financial Advisors Around Bellevue

1. Phil Scott of Merrill Lynch was ranked at No. 1

2. Jeffrey Crosby of Ameriprise Financial was ranked at No. 4

3. Kevin Fitzwilson of Coldstream was ranked no. 9

4. Michael of Ernst Morgan Stanley Smith Barney was ranked at no. 10

5. Paul Ried Paul of R. Ried Financial Group was ranekd at no. 11

6. Kathleen Weber of Morgan Stanley Smith Barney was ranekd at no. 13

7. Terry Cook of UBS PWM was ranked at no. 14

8. Michael Boone of MWBoone and Associates was ranked at no. 16

9. Michael Matthews of UBS PWM at no. 18

10. York Harris of Merrill Lynch was ranked at 20

My second option is to go through to Yelp the online market place and go through the listing of financial advisors. The financial advisors are reviewed by users of the website.

See Yelp Financial advisors page

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jun 18

With high net worth individuals around Los Angeles, the city has a large population of financial advisors. Financial advisors are spread from high street wallstreet to your next door independent advisors.

If your search is for the high street advisors, one suggestion is to look at the ranking of California financial advisors by barrons online.

Top Five Financial Advisors around Los Angeles

According to Barron the following financial advisors made up top six of their ranking :-

  1. Drew Zager Morgan Stanley PWM
  2. Steve Lockshin - Convergent Wealth Advisors
  3. Bruce Treitman - Deutsche Bank Alex. Brown
  4. Palmer Murray - Morgan Stanley PWM
  5. Richard Jones - Merrill Lynch
  6. Steven Levine - UBS Financial Services

Others notable financial advisors near Los Angeles and not on the Barron list and whom you can easily find online are:-

  1. Westlake Financial Services Los Angeles
  2. Axa Advisors Los Angeles
  3. Strategic Financial Group Los Angeles
  4. HREC Financial Advisors Los Angeles
  5. Oaktree financial Los Angeles

Just keep in mind being more expensive does not mean they are the best. One of the best ways to find potential financial advisor is by talking to others. Check with friends and family or anyone else that you trust for referrals as well. Your family and friends have your best interest at heart and you can never go wrong asking for their advise.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

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