Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Financial Planning September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
Financial Planning September 1, 2008 John Phoenix	Seeking Tax Alpha Looking for tax alpha is a strategy based on a counterintuitive approach. Yet astute money managers will continue to do so and will post superior returns as a result.
Financial Planning September 1, 2008 Marion Asnes	Dog Days This summer has been full of dog days. Billions have been lost; tens of thousands of workers have packed up their belongings and been escorted from their offices. Is there any upside to this for independent advisors?
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
Financial Planning September 1, 2008 Brian T. Jones	The Match Game Gaining new, younger clients is vital to ensuring that a practice will succeed in the long term. The easiest way to do so is to tap your existing client base. As older clients pass away, their assets transfer to their children. Getting in front of them now is crucial.
Financial Planning September 1, 2008 Andrew Ackerman	SEC Probes Wachovia The Securities and Exchange Commission enforcement staff has notified Wachovia Bank that they may recommend the SEC file charges against it, as a result of an investigation into alleged anti-competitive bidding practices.
Financial Planning September 1, 2008	Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.
Inc. September 2008 Drew Sementa	Spotlight: Drew Sementa, Premier Payment Systems Drew Sementa's company, Premier Payment Systems, processes credit and debit card transactions for merchants.
The Motley Fool August 26, 2008 Morgan Housel	By the Numbers: Loan Delinquencies on the Move Tracking the moves of the economy's health ... and it ain't pretty.
The Motley Fool August 26, 2008 Morgan Housel	Visa: Still a Buy? So many merchants around the globe accept Visa that nearly every merchant has to accept it, or else customers would quickly revolt.
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