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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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Financial Planning
The assessment of a financial profile requires gathering information from a wide variety of sources, and matching personal or family objectives to the resources available. It is a confidential, comprehensive and collaborative process individual to each client’s situation. SNWM evaluates and recommends optimization of resources in the areas of employee benefits utilization, debt management, insurance planning, education planning, retirement planning, taxation strategies and estate planning.
We often find that the unnecessary allocation of resources in one area of a plan can be redeployed in areas of weakness. This becomes a strategy for addressing prioritized financial needs in the future, which is adjusted as situations and goals change. Investment management is a key part of financial planning, but only one aspect of the comprehensive review of a financial picture. An investment policy statement is developed from this process, and used by SNWM for on-going investment management services. However, the planning process can yield benefits even if the amount of investable assets is relatively modest. SNWM believes strongly in the value of financial planning and works to make this service as accessible as possible.