Recent Headlines
Real-Time 'GDP' Analog Contracts at Over 1% Annualized Rate
The Daily Growth Index published by the Consumer Metrics Institute has recently recorded an annualized contraction rate of 1.24%. This index records trailing 'quarter' consumer demand, and is a demand side proxy for a real-time 'GDP.' - February 16, 2010 - Consumer Metrics Institute, Inc.
Naples-Based Legacy Family Office Introduces New Web Site
Legacy Family Office, a Naples-based family wealth office, launched a new Web site outlining its services, processes and resources for prospective clients. The site also includes a personalized secure site that allows clients to log in and view their investment accounts. “A multi-family... - February 13, 2010 - Legacy Family Office
Silver Spring, Four Corners Jackson Hewitt® Offers Tips for Choosing a Tax Preparer
With the 2010 tax filing season underway, many Silver Spring taxpayers may be wondering where to turn for help in filing their annual tax returns. - February 01, 2010 - Jackson Hewitt Tax Service - Four Corners
Amway Demonstrates Employee Focus via BeManaged 401(k) Advice and Financial Counseling
Financial stress and frustration are a common topic at the water cooler these days. Debt management, financial and life stresses, and what to do about your 401(k) are common stories shared. Amway’s employee-focused culture took another step forward this year by staying ahead of the curve in... - January 26, 2010 - BeManaged
The Leading Economic Indexes From Consumer Metrics Institute Tell Remarkably Different Story
The disconnection between forecasts made by some closely watched leading indexes and the eventual results in the real economy has become evident during the recent recession and current recovery. Those disparities become glaring last week. - January 25, 2010 - Consumer Metrics Institute, Inc.
Jackson Hewitt® Four Corner Office Asks: Want a Tax Refund Fast?
Filing and Refund Delivery Options Can Help. IRS e-file, W-2 Download Help Tax Filers Expecting a Refund. - January 22, 2010 - Jackson Hewitt Tax Service - Four Corners
Trailing Quarter Begins Contraction
The daily Consumer Leading Indicators monitored by the Consumer Metrics Institute transitioned from cumulative net economic growth to net contraction over the trailing 91-day 'quarter' ending January 13th, 2010, placing that quarter's performance among the lowest fifth of all quarterly GDP net changes recorded since 1947 by the U.S. Department of Commerce's Bureau of Economic Analysis. - January 20, 2010 - Consumer Metrics Institute, Inc.
Kurtyka Joins Legacy Family Office
Tamara Surratt, president of Legacy Family Office, LLC, announces the addition of Debby Kurtyka to the Naples-based multi-family office wealth management team. Legacy Family Office provides integrated wealth advisory services, professionals with diverse skills, customized financial solutions, and a... - January 14, 2010 - Legacy Family Office
Jackson Hewitt Provides Vital Tax Benefit Information for Unemployed Taxpayers in the Silver Spring Area
New Tax Benefit Exempts the First $2,400 of Unemployment Compensation from Taxable Income. - January 11, 2010 - Jackson Hewitt Tax Service - Four Corners
Donald Ramirez Earns Prestigious Exit Planning Designation
The Exit Planning Institute awarded Donald Ramirez, Managing Principal of Peak Wealth Advisors, recently with the Certified Exit Planning Advisor (CEPA) certification after completing the Institute’s intensive CEPA program. Ramirez joins an exclusive group of fewer than 150 business advisors... - January 05, 2010 - Peak Wealth Advisors
Leading Index Down Sharply
The daily Consumer Leading Index published by the Consumer Metrics Institute turned down sharply during December, reaching levels on December 11th that were down over 10% from daily readings recorded in early November. - December 29, 2009 - Consumer Metrics Institute, Inc.
Titan Securities Receives 2009 Best of Business Award
Small Business Commerce Association’s Award Honors the Achievement Titan Securities has been selected for the 2009 Best of Business Award in the Financial Services/Investment Banking category by the Small Business Commerce Association (SBCA). The Small Business Commerce Association (SBCA)... - December 09, 2009 - Titan Securities
Consumer Index Drops After Peaking in August
The daily Consumer Leading Indicator published by the Consumer Metrics Institute peaked on August 13th, 2009 with a value indicating year-over-year growth in excess of 10%. Since then the daily index has dropped substantially to levels representing annualized contraction approaching 2%. - December 07, 2009 - Consumer Metrics Institute, Inc.
Best IRA Rescue.com Claims Roth IRA Rules to Help the Rich Reduce Their Taxes
2010 Roth IRA rules could save taxpayers tens of thousands in taxes just in time before expected tax hikes affirms Best IRA Rescue.com. - December 03, 2009 - Estate Street Partners
Hennion & Walsh Press Highlights – October 2009
Hennion & Walsh share their recent press highlights furthering their mission of investor education. - December 02, 2009 - Hennion and Walsh, Inc.
Rodgers & Associates Named as One of the Nation's 'Leading Registered Investment Advisors'
Rodgers & Associates, The Retirement Specialists, located at 647 East Roseville Road, Lancaster, was recognized in the July 2009 Issue of Financial Advisor Magazine as one of the country’s leading Registered Investment Advisors. - November 30, 2009 - Rodgers & Associates
Hennion & Walsh Winter 2009 Market Commentary: Is the Recovery Validated?
Hennion & Walsh (http://www.hennionandwalsh.com) issue their Winter 2009 Market Commentary providing fresh insights on the current market recovery and its sustainability. - November 18, 2009 - Hennion and Walsh, Inc.
Consumer Metrics Institute Reinvents 'Leading Economic Indicators' That Truly 'Lead'
The most closely watched set of 'Leading Economic Indicators' are based on mid 20th Century methodologies designed to measure mid 20th Century economies. The Consumer Metrics Institute instead uses 21st Century methodologies capable of coping with the speed of today's dynamic economy. - November 12, 2009 - Consumer Metrics Institute, Inc.
Hennion & Walsh Press Highlights – September 2009
Hennion & Walsh (http://www.hennionandwalsh.com) share their recent press highlights furthering their mission of investor education. The following media appearances reflect the firm’s dedication to being a trusted source of investing expertise and information. 1) Wall Street Journal -... - October 25, 2009 - Hennion and Walsh, Inc.
LPL Financial Ranked # 2 in J.D. Power and Associates 2009 U.S. Full Service Investor Satisfaction Study; Receives Highest Score in Financial Advisor Satisfaction
Results Demonstrate Client Commitment of LPL Financial Advisors Bill Gordon and Russ Howard of Legacy Private Wealth Management Corp. – independent advisors affiliated with LPL Financial, the nation’s largest independent broker-dealer* – today announced that LPL Financial has... - October 18, 2009 - Legacy Private Wealth Management Corp.
New Opportunities for Mortgage Brokers
Gatsby Financial Solutions Release Online Pension Referral Portal - October 14, 2009 - Gatsby Financial Solutions
Chris Jaccard Earns Prestigious CFA Designation and Joins a Select Few
Chris Jaccard has earned the CFA designation and joins the ranks of advisors who maintain both the CFP® and CFA marks. - October 03, 2009 - Financial Alternatives, Inc.
National Medicare Service Center.com Announces Plan to Help Those Affected by Medicare Advantage Cuts
While the healthcare debate rages on, cutbacks in Medicare reimbursements are already impacting the insurance companies that have been servicing Medicare beneficiaries. Announced today, several large companies are eliminating their Private Fee For Service (PFFS) plans entirely, leaving one million seniors without coverage. The National Medicare Service Center is addressing those affected seniors by offering affordable alternatives. - October 02, 2009 - National Medicare Service Center.com
Peak Wealth Advisors Ready to Serve the Central Coast Community
Donald Ramirez and Helen Sipsas today announced the creation of Peak Wealth Advisors an independent financial advisory firm headquartered in San Luis Obispo, CA with a Southern California office located in Pasadena. Both Mr. Ramirez and Ms. Sipsas will serve as Managing Principals of the new... - September 30, 2009 - Peak Wealth Advisors
John Hancock Partners with Millennium Trust Company for Terminating Plan Services
Millennium Trust Company, a leading provider of custody and IRA services, announced that John Hancock has selected the firm as the custodian for its innovative terminating plans solution. The solution, further enhancing John Hancock’s current service offering, will enable third party... - September 25, 2009 - Millennium Trust Company
Millennium Trust Company Joins with The Keane Organization to Offer a Wide-Range of Plan Termination and Missing Participant Solutions
Millennium Trust Company, announced it is entering into a strategic relationship with search expert, The Keane Organization to address plan sponsor challenges. With revenues and profits tough to come by, retirement industry professionals face increased pressure to reduce costs including those... - September 25, 2009 - Millennium Trust Company
Barron’s Ranks Horan Capital Management on the Top 100 Independent Financial Advisors List in 2009
Barron’s ranks Horan Capital Management's CEO and founder, Patrick Horan, as one of the nation’s top advisors in its 2009 list of the Top 100 Independent Advisors. The firm is the only one located in Baltimore to be recognized on the list. - September 03, 2009 - Horan Capital Management
Investor Profile Launches Free Online Investment Service
Investors can master the web to open up a world of opportunities when investing online. - September 01, 2009 - Investor Profile
Infinata Introduces New Custom Solutions Approach for Banking and Finance Industries
Infinata, an innovative provider of business intelligence and marketing analytics solutions, has announced the launch of an enterprise division focused on the delivery of custom-tailored solutions for the banking and finance industries. - August 26, 2009 - Infinata
Richard Hennion of Hennion & Walsh Receives Humanitarian Award
Richard Hennion (http://www.hennionandwalsh.com) of Hennion & Walsh received the third annual Humanitarian Award for his work with the Do-Good House, just one of the many charitable organizations that Hennion & Walsh supports. - August 06, 2009 - Hennion and Walsh, Inc.
Don Dion Named to ETF Hall of Fame
Don Dion, publisher of Fidelity Independent Adviser and President of Dion Money Management, has been named to ETF Database’s ETF Hall of Fame. Dion is now listed as one of the “25 People Who Revolutionized the ETF Industry.” On the ETF Database web page,... - July 18, 2009 - Dion Money Management, LLC
Hennion and Walsh on CNBC: Tax Free Municipal Bonds
Hennion and Walsh (http://www.hennionandwalsh.com) President, Bill Walsh, tells CNBC viewers that while tax free municipal bonds may not be a sexy investment, they can be an appropriate investment, along with the reasons why. - July 16, 2009 - Hennion and Walsh, Inc.
Fidelity Independent Adviser Announces Best Fund for Third Quarter 2009
Fidelity Independent Adviser has selected Fidelity China Region Fund (FHKCX) as its “Best Fund for Third Quarter 2009,” according to publisher Donald Dion. The Williamstown, Massachusetts based family of newsletters provides picks for both mutual funds and ETFs in its weekly, monthly... - July 03, 2009 - Dion Money Management, LLC
Hennion & Walsh Release Summer 2009 Market Commentary
Hennion & Walsh (http://www.hennionandwalsh.com) have just released their Summer 2009 Market Commentary. - May 29, 2009 - Hennion and Walsh, Inc.
Tax Tips for IRA Contributions
With the tax deadline looming, W. Landon Watts, wealth strategist for Banyan Rock & Talent advises that there is still time to make donations to individual retirement accounts that may be able to reduce taxable income for 2008. - April 12, 2009 - Banyan Rock & Talent
Jackson Hewitt - Four Corners Office Outlines Important Tips for Last-Minute Tax Return Filers
Today kicks off the final week of tax season 2009; and with just seven days left, millions of consumers have yet to file an income tax return. For those people, the last few days before the official deadline could prove to be nerve-racking. Jackson Hewitt Tax Service - Four Corners office has... - April 12, 2009 - Jackson Hewitt Tax Service - Four Corners
Are You Prepared for Tax-Free Investing? Roth IRA Changes Coming in 2010 Make it Possible
Are you one of the thousands of investors who thought you would never qualify for a Roth IRA? Have you been shut out of one of the most powerful wealth building tools because your income was too high? Well that is about to change. - April 08, 2009 - Equity Trust Company
Entrust Administration, Inc. Launches New Educational Website for IRA Investors
Entrust Administration Inc., the leader in custodial services for self-directed retirement accounts has launched a new educational website for IRA investors. Investors wishing to diversify their retirement plans into alternative assets can get all the education and tools they need at this new... - April 06, 2009 - Entrust Administration Inc
Securian Financial Group is Pleased to Welcome Brent Foster as Financial Advisor & Securities Representative of the Centennial Group.
The Centennial Group has experienced professionals and sound financial strategies. They provide objective customized solutions to assist individuals, professional and business owners in reaching their financial goals. They offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, they are committed to helping clients accomplish their long-term financial objectives. - April 04, 2009 - The Centennial Group
Local Wachovia Securities Financial Advisor Awarded CFP® Designation
Wachovia Securities is proud to announce that Financial Advisor Glen Simmonds, First Vice President – Investment Officer, has been awarded the designation Certified Financial Planner™ - one of the industry’s most prestigious and demanding designations. The CFP® mark... - March 29, 2009 - Wachovia Securities, LLC
Fidelity Independent Adviser Names ETFOX as Best Fund
Donald R. Dion Jr. announced Fidelity Independent Adviser’s selection of the ETF Market Opportunity Fund (ETFOX) as the “Best Fund for Second Quarter 2009” in a special subscriber report now available free to the public online at Fidelity Independent Adviser's website. - March 18, 2009 - Dion Money Management, LLC
Gift Giving Can Help Family and Friends Now, Save on Taxes Later
With many people reeling from the recent financial turmoil of the last 12 months, tax-free gift giving offers a way for individuals to provide immediate and longer-term financial stability of friends and family. - March 12, 2009 - Banyan Rock & Talent
Jackson Hewitt – Four Corners Serves Up Tax Savings for Area Food and Beverage Workers
Participating Locations in Silver Spring Four Corners Offer Discounts for Food and Beverage Workers from March 9 through 15. - March 11, 2009 - Jackson Hewitt Tax Service - Four Corners
New Tax Law Changes Can Help Taxpayers Save Money Jackson Hewitt – Four Corners Highlights Changes That May Spell Tax Time Savings for Maryland Taxpayers
Jackson Hewitt Tax Service® - Four Corners office encourages taxpayers to find out how these new tax credits and deductions can help lower their individual tax liability and possibly put more money back in their pockets this tax season. - March 08, 2009 - Jackson Hewitt Tax Service - Four Corners
Jackson Hewitt® Four Corners Offers Insight on Itemizing Deductions on 2008 Tax Returns
To ensure consumers get the most out of their tax return this tax season, The Jackson Hewitt - Four Corners office, offers advice on determining when to itemize deductions. “Itemizing on a tax return is not just for homeowners seeking to deduct mortgage interest and property taxes,”... - March 06, 2009 - Jackson Hewitt Tax Service - Four Corners
Jackson Hewitt Tax Service – Four Corners Urges Taxpayers to be Aware of Commonly Overlooked Deductions
In this economy, every dollar counts. Jackson Hewitt Tax Service® - Four Corners office urges taxpayers to be aware of the most commonly overlooked deductions that may help increase their refund or keep more money in their pockets this tax season. “One way to help maximize your dollars... - March 06, 2009 - Jackson Hewitt Tax Service - Four Corners
Jackson Hewitt® Four Corners Celebrates Tradespersons, Maintenance, Construction and Union Workers with Occupation-Related Tax Savings from February 25 Through March 8
The Jackson Hewitt - Four Corners office, celebrates laborers, maintenance and construction workers today through Sunday, March 8, 2009, when participating Jackson Hewitt locations will offer mechanics, welders, electricians, plumbers, truck / bus drivers, maintenance, construction, Union workers... - March 05, 2009 - Jackson Hewitt Tax Service - Four Corners
Pension Analytix Inc., Announces the Integration of Its Proprietary Plan Sponsor Database with Salesforce.com
Pension Analytix, Inc., a leading provider of marketing analytics for defined contribution and defined benefit plans, today announced their latest offering - the integration of their proprietary technology based analytics with Salesforce.com. This feature provides sales and marketing professionals... - February 26, 2009 - Pension Analytics Inc.
Retirees Catch a Break from Congress
Dale Merritt, wealth strategist for Banyan Rock & Talent believes that retirees have caught a break with the government’s suspension of the required minimum distribution for 2009. - February 10, 2009 - Banyan Rock & Talent
Macroaxis Released New ETF Browser
In response to recent demand for Exchange Traded Funds, Macroaxis released its new ETF browser. The new explorer-like tool is an addition to Macroaxis existing family of wealth management presentation components and portfolio optimization modules. - February 03, 2009 - Macroaxis Corporation