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Financial Planning as a Career Asset
Lately, I have been meeting one-on-one, in my office, with college students. In many cases, they are the children or …
Bell Investment Advisors Adds John Tregenza for Client Development
OAKLAND, CA. February 8, 2010 – Bell Investment Advisors, Inc., a leading investment firm in the Bay Area, today announced …
How Being Resilient Can Benefit Your Financial Future
Given the financial turmoil of the last year and a half, cultivating a quality of resilience has become increasingly important …
The Importance of Persistent Saving and Investing
By now, everyone must have seen numerous references to the Lost Decade in the financial media. The ten years just …
It’s Tough to Make Predictions. . . Especially About the Future
The start of a new year often leads me to reflect on my life and the progress I have made …
Predicting vs. Planning
Right on the heals of all the “Happy New Year” greetings in January come the inevitable predictions about the future …
New Survey of Affluent Boomers at 60 Reveals Plans to Work Longer and Cut Spending
Oakland, California—(February 18, 2009) More than half of affluent 60 year-olds are revamping their retirement plans, double the number who …
Bond Market Calls the Feds Bluff, featuring Matt King
Bond Market Calls the Feds Bluff, featuring Matt King on CNNMONEY.COM Matt King CNNMONEY