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Financial News
3.10.2010
Daily Financial Market Analysis Podcast
Listen in for the latest financial market news!
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3.6.2010
We don’t face tough ethical “choices,” we are simply ethical
Unfortunately, we see the impact that commissions and corporate compensation structures can have on thoughtful portfolio designs – it isn’t pretty.
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2.11.2010
Greece Similar to Argentina?
Recent woes of the Greeks seem all too similar to another country with historical debt problems.
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2.1.2010
A Plan for Pro Athletes
Unfortunately there are a lot of examples of those who come into sudden wealth at a young age who ultimately lose their financial footing and declare bankruptcy. This does not have to happen.
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1.13.2010
A Decade of Violated Trust
Every industry and business faces challenges; however the recent developments in our industry have challenged the very core of finance.
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1.7.2010
Brokers Flee Big Firms
Independent financial advisors, like Sierra Nevada Wealth Management, are gaining ground from Wall Street brokers in the competition to manage more than $5 trillion in Americans' savings.
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1.1.2010
Are your mutual funds on this list?
The most profitable mutual funds in history – for the managers!
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12.16.2009
The Closet Indexing Problem
This is a significant problem in many of the portfolios we see.
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12.9.2009
Uncle Sam: Pay me now or pay me later? ROTH IRAs
ROTH IRA conversions will be an option for many high-income earners in 2010.
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8.16.2009
“All of our investors must either be dumb or dead”
This recent Wall Street Journal article highlights the mixed motives of many mutual fund companies.
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Family Office
Significant, intergenerational wealth creates additional complexity to manage. While many families can be negatively impacted by the different goals and objectives that high-net worth family members may have, it is important to note that there are usually common objectives which can be used as a base to build from for each family.
SNWM acts as a dedicated team of professionals for multiple family members, addressing common goals, such as efficient wealth transfer, as well as various individual family member goals and objectives. SNWM has the expertise to evaluate, execute and manage the sophisticated types of investments available to families with significant assets. We design integrated financial plans that include considerations of financial education, family heritage, philanthropy and other aspects of intergenerational wealth in complete confidence.