As the end of the year approaches many 401k providers will replace, adjust, and redo various investment options of their company plans. Please keep us in the loop, as occasionally these changes are dramatic (auto directed transfers) or offer something new we…
The 90 Day Treadmill, also known as Quarterly Earnings season, has mostly come to an end. We wanted to report the winners and losers to you, as much for our own tally, as well as our readers. Bottom line: With almost all…
Zigging our way through a week of positives we noticed our island getting a bit more crowded by mid-week, only to see the oars and row boats headed the other direction near weeks end. We stand firm on our positive island…
As the end of 2011 draws near, another year winds down. From the IRS’s standpoint, if you are an Executor or Trustee of an Estate or Financial entity, it can be their last time to visit if you complete your duties by…
Since it is a post daylight savings time changed Monday, we will keep this brief. Tthe weekend events are shedding light on new international players you may want to know. As of this morning, it appears that Greece is set to send their…
As we posted last week’s positives we felt the crowd beginning to take up residence on our Zig side, while the Zaggers were losing their footing. In the time it takes to snap your fingers, crowds once again left our side and took residence on…
To clarify some confusion that we may have inadvertantly caused, we wanted to explain the difference between the Account View and Electronic Vault. These are two distinctly different electronic access points, which also have two totally unique log in portals. The Account View feature…
With the death of Kal Zeff, a multifamily Denver, Colorado, real estate magnet, the story of his heirs beginning to liquidate his properties may seem sad at first, but we think it is worth a closer look, as there are many…
Contrary to many believing the capital markets are being schizophrenic, we wanted to briefly explain what has happened in the last 24 hours to turn Dr. Jekel into Mr. Hyde! The recent (late last week) positive movements in the global capital markets…
On this Happy Halloween day, hopefully you caught our funny parity title, which this time, was NOT a typo, we wanted to share with you another example of Diversification’s importance. Today a Broker Dealer Firm, mostly involved with commodity trading and…
