Recent Headlines
Investments Suffering from Difficult Markets? One Manager Offers a Free Check-up.
Dion Money Management Offers Free Portfolio Review for Investors Hurt by Volatile Markets. - July 18, 2008 - Dion Money Management, LLC
Fidelity Independent Adviser Singled Out for Risk-Adjusted Performance
Fidelity Retirement Income Portfolio recognized by newsletter expert. - July 17, 2008 - Dion Money Management, LLC
PowerShares Momentum Tracker Outperforms Major Indices
In the period since its inception, PowerShares Momentum Tracker has outperformed the S&P 500, Nasdaq, and Dow net of fees. - July 16, 2008 - Dion Money Management, LLC
PowerShares Momentum Tracker Looks at the New "Frontier" for Emerging Markets
Fidelity Independent Adviser’s PowerShares Momentum Tracker looks at PMNA in this week’s issue. PowerShares MENA Frontier Countries Portfolio experienced a jump in volume, as well as price, in its second day of trading yesterday. With almost 200,000 shares on the tape Thursday, PMNA... - July 13, 2008 - Dion Money Management, LLC
Capturing Commodities: ETF Momentum Tracker Sees One Fund Looking Abroad
In its latest issue, Fidelity Independent Adviser’s ETF Momentum Tracker credits GSG’s success to emerging markets exposure. - July 12, 2008 - Dion Money Management, LLC
Girard Partners' Growth Leads to Office Move
Girard Partners Ltd., an integrated wealth management solutions firm, has announced today the location of its new offices. The firm has moved to larger premises at 555 Croton Road, Suite 210 in King of Prussia, Pennsylvania. They were previously located at 455 South Gulph Road, King of Prussia,... - July 11, 2008 - Girard Partners Ltd.
7 More ETFs Close: Will Investors be Hurt?
Fidelity Indepedent Adviser speaks to former ETF Specialist and exchange member about the latest fund closings. - July 11, 2008 - Dion Money Management, LLC
PowerShares Dynamic Utilities (PUI) Rises in PowerShares Momentum Tracker's Ratings
Fideltiy Independent Adviser's PowerShares Momentum Tracker has seen PowerShares Dynamic Utilities jump up its Sector Momentum Table in recent months. - July 10, 2008 - Dion Money Management, LLC
Fidelity Independent Adviser’s PowerShares Momentum Tracker Sizes Up DGL
PowerShares DB Gold: a sophisticated strategy for small investors: http://store.fidelityindependentadviser.com/pws1yr.html - July 09, 2008 - Dion Money Management, LLC
IGM Jumps in Fidelity Independent Adviser's ETF Momentum Tracker Ratings
iShares S&P North American Technology (IGM) ETF jumps 19 spots in 3 months on Fidelity Independent Adviser’s Sector Momentum Tracker. - July 05, 2008 - Dion Money Management, LLC
In Its First 6 Weeks, Fidelity Independent Adviser’s Dynamic Global ETF Portfolio Service Outperforms the S&P by 10% Net of Fees
With markets off to a rough start for July, investors are looking for ways to gain an edge. Since inception on May 1, 2008, Fidelity Independent Adviser’s Dynamic Global ETF Portfolio has gained 2.19 percent net of fees. By comparison, the S&P 500 decreased 9.18 percent and the MSCI EAFE... - July 03, 2008 - Dion Money Management, LLC
Sticking with Gold Pays Off for Fidelity Independent Adviser's Sector Momentum Tracker
Don Dion’s Sector Momentum Tracker decided to maintain its position in Gold last week, and the mutual fund garnered an 8.84% return for investors in the Sector Momentum Portfolio. “It was both the best-performing fund in the Portfolio and the best-performing fund in our... - July 02, 2008 - Dion Money Management, LLC
PowerShares Momentum Tracker Portfolio Leads the S&P 500 Index, as the Federal Reserve Holds Rates Steady
Year to date, the PowerShares Momentum Tracker Portfolio leads the S&P 500 Index, with a negative 4.59 percent return after fees to a negative 9.97 percent return for the benchmark. The PowerShares Momentum Tracker Portfolio decreased 2.10 percent over the past week, while the S&P 500 lost... - June 29, 2008 - Dion Money Management, LLC
ETF Momentum Tracker’s Choice Pays Off: iShares MSCI Brazil Index Remains Top International Portfolio Holding
ETF Momentum Tracker’s choice pays off: iShares MSCI Brazil Index remains top International Portfolio holding. - June 27, 2008 - Dion Money Management, LLC
ETF Momentum Tracker’s International Portfolio Provides Investors Better Returns Than the MSCI EAFE Index
In its latest issue, ETF Momentum Tracker announces the year to date returns for its International Portfolio. For the second week of June, the portfolio had returns of 1.96 percent, while the MSCI EAFE Index returned only 0.08%. Year to date, the same portfolio is down 3.46 percent net of fees,... - June 26, 2008 - Dion Money Management, LLC
With Gas Prices Soaring, DBE Tops the Charts at PowerShares Momentum Tracker
PowerShares DB Energy Fund (DBE): Energy offers tremendous returns, but proceed with caution. - June 22, 2008 - Dion Money Management, LLC
PJB Slips from 45 to 51 on the PowerShares Momentum Tracker Table, as Banks Take a Beating
Don Dion's PowerShares Momentum Tracker looks at how the banking crisis is effecting one ETF. - June 21, 2008 - Dion Money Management, LLC
With Oil Prices at All Time Highs, IEZ Spends 6th Week at #3 on ETF Momentum Tracker’s Sector Momentum Table
iShares Dow Jones U.S. Oil Equipment & Services (IEZ) has enjoyed a good run at Fidelity Independent Adviser’s ETF Momentum Tracker. On April 1, 2008, IEZ entered the sector momentum table’s top ten, reaching the third spot by May 13th. - June 20, 2008 - Dion Money Management, LLC
PBD: PowerShares Global Clean Energy is Worth a Second Look
PBD climbs the rankings of Don Dion's PowerShares Momentum Tracker. - June 19, 2008 - Dion Money Management, LLC
Macroaxis Launches Portfolio Builder and Equity Market Screener
Macroaxis Corporation, a software company specializing in on-demand solutions for the wealth management sector, announced today the availability of next release of its Wealth Management Collaboration Platform. - June 18, 2008 - Macroaxis Corporation
Mahoney & Associates Hires Jason Palmadesso
Mahoney & Associates grows the sales & marketing team with the addition of Jason Palmadesso. June 6, 2008 – Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of Jason Palmadesso. Jason Palmadesso joins M&A as... - June 18, 2008 - Mahoney & Associates
Mahoney & Associates Welcomes Ira Sabin as Financial Services Professional
Mahoney & Associates grows the sales & marketing team with the addition of Ira Sabin. Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of Ira Sabin as Financial Services Professional. Mr. Sabin brings with him over 30 years of... - June 18, 2008 - Mahoney & Associates
IXN: a Bet on Big Tech with a Global Flavor
IXN clinches 4th week in ETF Momentum Tracker's Top 20. - June 16, 2008 - Dion Money Management, LLC
After 4 years, Fidelity Independent Adviser’s Sector Momentum Tracker newsletter has outperformed the S&P 500 by more than 27% net of fees. www.fidelityadviser.com
After 4 years, Fidelity Independent Adviser’s Sector Momentum Tracker newsletter has outperformed the S&P 500 by more than 27% net of fees. www.fidelityadviser.com/readMe_SMT.asp - June 15, 2008 - Dion Money Management, LLC
Gambling with Your Future: Linda Duessel Takes on the Question of Money Management During Don Dion’s Video Conference
In a video conference aired online yesterday, Linda Duessel, head of equity market strategy at Federated investors, weighed in on the benefits of professional money management in today’s marketplace. Duessel noted that “In a bear market, it reminds us more than any other time…... - June 14, 2008 - Dion Money Management, LLC
Mahoney & Associates Grows the Sales & Marketing Team with the Addition of Mark Schumacher
Mark Schumacher joins the firm as a Benefits Consultant and will play an essential role in new business development. Prior to joining M&A, Mr. Schumacher was Executive Director for the Broward Health Foundation where he managed fundraising, designed new programs to reach donors, and developed a capital campaign for a children’s hospital. - June 14, 2008 - Mahoney & Associates
Don Dion, President of Dion Money Management, and Publisher of Fidelity Independent Adviser, to Offer an Exclusive Video Conference Wednesday, June 11
Don Dion, President of Dion Money Management, and publisher of Fidelity Independent Adviser, to offer an exclusive video conference Wednesday, June 11, on outlook for the Second Half of 2008. - June 11, 2008 - Dion Money Management, LLC
Mark Hulbert Names Don Dion’s Fidelity Independent Adviser Among the Top Ten Newsletters with Best Risk-Adjusted Market Timing
Over the past 10 years, Fidelity Independent Adviser model portfolios rank high among newsletters tracked by Hulbert Financial Digest. - June 08, 2008 - Dion Money Management, LLC
Mahoney & Associates Welcomes David Hooban as Qualified Plans Specialist
Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of David Hooban as Qualified Plans Specialist. - June 08, 2008 - Mahoney & Associates
Mahoney & Associates Welcomes Robert Hart as Director, Executive Benefits
Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of Bob Hart as Director, Executive Benefits. Mr. Hart possesses over 30 years of experience in the financial services industry and comes to Mahoney & Associates from NYLEX Benefits,... - June 08, 2008 - Mahoney & Associates
Anglo Irish Bank Offers More Ways to Make More Money on Your Savings
Anglo Irish Bank (June 4th 2008) announced that it was offering two new savings accounts to the personal savings market, with immediate effect. - June 07, 2008 - Anglo Irish Bank
PHO Ranks in Powershares Momentum Tracker’s Top 20 Sector Momentum Funds for Fourth Consecutive Week
On Thursday June 5, 2008 Donald R. Dion, Jr., publisher of the family of Fidelity Independent Adviser Newsletters, www.fidelityadviser.com, and portfolio manager of Dion Money Management, www.dionmm.com, announced that PHO was now ranked 13th, up from 16th last week, on the PowerShares Momentum... - June 07, 2008 - Dion Money Management, LLC
Dynamic Global ETF Money Management Program Offered to Select ETF Investors by Fidelity Independent Adviser Publisher
On Wednesday June 4, 2008 Donald R. Dion, Jr., publisher of the family of Fidelity Independent Adviser Newsletters, www.fidelityadviser.com, and portfolio manager of Dion Money Management, www.dionmm.com, announced that Dion was starting a new money management program to help ETF investors. This... - June 06, 2008 - Dion Money Management, LLC
Netto Pharman Appointed Milton White Advisors as Acquisition Counselors
Netto Pharman, a Canadian based pharmaceutical company which focuses primarily on manufacturing medical equipments and other medical supplementations attests the appointment of Milton White Advisors as their all out Acquisition Counselors. - May 30, 2008 - Milton White Advisors
Milton White Advisors Annunciates New Designations
Earlier annunciated today that Mr. Aaren Polles has been promoted as Senior Financial Analyst at Milton White Advisors and will assume responsibilities at a higher level. - May 29, 2008 - Milton White Advisors
Equity Trust Company Introduces New, Advanced Web Site
Equity Trust Company, the leader in self-directed IRAs and 401(k) retirement plans, has launched an enhanced and redesigned Web site (www.trustetc.com.) - May 22, 2008 - Equity Trust Company
Kent Smith of Edward Jones Receives Accredited Asset Management Specialist® Designation
Kent Smith of the financial services firm Edward Jones in Temple, TX has achieved the professional designation of Accredited Asset Management Specialist®. Smith successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the... - May 19, 2008 - Edward Jones - Kent Smith
Judy Calder Joins Millennium Trust as Vice President, Automatic Rollovers
Millennium Trust proudly announces that Judy Calder has joined Millennium Trust as Vice President, Automatic Rollovers. - May 15, 2008 - Millennium Trust Company
Sandy Spring Bank Launches Millennium Trust’s HSA Manager Program
On April 1, 2008, Sandy Spring Bank, headquartered in Olney, MD, launched HSA Manager, Millennium Trust Company’s Health Savings Account (HSA) solution for financial institutions. - May 15, 2008 - Millennium Trust Company
Girard Partners Hires Investment Veteran Harry "Skip" Dittmann as Vice President
Harry "Skip" Dittmann brings 35 years of financial experience to wealth management firm. - May 02, 2008 - Girard Partners Ltd.
Wealth Builders FX Launches New Personal Trading Assistant Platform
With this new product, retail investors can now take advantage of the Foreign Exchange (FOREX) market, while limiting their time commitment and reducing the emotional stress of trading. - April 26, 2008 - Wealth Builders FX, LLC
Banyan Rock & Talent President Named Co-Chair of Cary Ducks Unlimited
Michael Sterling is named co-chair of the Cary Chapter of Ducks Unlimited. He will be responsible for managing and coordinating fundraising events. - March 28, 2008 - Banyan Rock & Talent
Anglo Irish Bank Corporation plc Pre-Close Trading Statement 6 March 2008
Anglo Irish Bank has performed strongly in the period to date and expect to report earnings per share growth of 15% in the six months to 31 March 2008. Underlying profitability has grown at a significantly higher rate but Anglo Irish Bank continue to take a prudent stance in relation to the... - March 07, 2008 - Anglo Irish Bank
Equity Trust Hosts Free Tax-Day Teleseminar Series
Equity Trust Company will be hosting a "Free Tax-Day Teleseminar Series" to educate investors on how they can gain the potential tax-free profits and great tax advantages (up to a $51,000 deduction) self-directed IRAs offer, and how self-directed IRAs give them control to invest in assets they know and understand. - March 02, 2008 - Equity Trust Company
Local Wealth Strategist Achieves Certified Financial Planner Designation
Brant Spesshardt has completed financial planning and met the experience needed to use the certification marks CFP, Certified Financial Planner. - February 27, 2008 - Banyan Rock & Talent
Reggie Karas to Participate on SIFMA Panel
Reggie Karas, SVP Heath Savings Accounts, has been selected to participate in the SIFMA (Securities Industry and Financial Markets Association) Savings and Retirement Symposium on February 28-29 at the Fairmont in Washington, D.C. Ms. Karas will sit on a panel entitled “Impact of Healthcare... - February 24, 2008 - Millennium Trust Company
Anglo Irish Bank Interim Management Statement1 and Chairman's Address to the Annual General Meeting, 1 February 2008
2007 has been another year of outstanding achievement for your Bank with record earnings, strong lending growth, excellent asset quality and continued development of our franchises in Ireland, the UK and North America. This excellent performance is grounded in the Group’s disciplined and... - February 01, 2008 - Anglo Irish Bank
Wealth Strategist Landon Watts Partners with Independent Advisors
Landon Watts has teamed with Independent Advisors to work with clients to ensure they have affordable medical insurance coverage in order to prevent hardship as a result of a medical situation. - January 30, 2008 - Banyan Rock & Talent
Marc Zimmerman Named as One of 401kWire’s 2008 Hundred Most Influential
Marc Zimmerman, AIF®, Mahoney & Associates’ Vice President, Qualified Plans Consulting, has been named as one of 401kWire’s 2008 Hundred Most Influential. Marc is one of only fifteen consultants named in this exclusive group. As an influencer in the 401(k) industry, Marc has... - January 11, 2008 - Mahoney & Associates
Marc J. Lane Wealth Group Hires Senior Vice President for New Role
The Marc J. Lane Wealth Group announces that Daniel T. Allen has joined Marc J. Lane Investment Management, Inc. as Senior Vice President to manage all wholesale sales operations for Advocacy Investing® Separately Managed Accounts. - December 07, 2007 - Marc J. Lane Wealth Group