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December 27, 2011
During the last decade, online banking has become one of the fastest growing Internet activities. Online banks, also called virtual or direct banks, have no physical network of branches. Proponents say the resulting lower cost structure allows online banks to offer reduced fees and more competitive rates. Online bank customers can bank 24 hours a day, … Read More: Exploring Alternatives to Traditional Banking December 13, 2011
How many retirement accounts do you have? If you’ve changed jobs a few times throughout your career, you could have several accounts housed in different employers’ plans. While it is certainly acceptable to leave money in an old plan, in some cases it may be a better idea to consolidate your assets. (If your … Read More: Is it Time to Roll Over Your Retirement Accounts? December 6, 2011
Last month, I attended the Schwab IMPACT conference for investment advisors in San Francisco. This invitation-only financial-industry conference brings together independent investment advisors with influential presenters, exhibitors and experts to learn about and collaborate on key issues and best practices. It was my extreme honor to speak on a panel about building and managing … Read More: Leadership, Perseverance, Hope |
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