Description
ABC News Chief Investigative Correspondent Brian Ross takes viewers inside the secret world of Bernie Madoff, the financial advisor accused of running the biggest financial scam in history – a decades-long Ponzi scheme that defrauded investors who included movie stars and business moguls, the rich and famous, of $50 billion. How did Madoff fool his investors? Where did the billions of dollars go? With exclusive interviews and never-before-seen videos, Ross follows the man, … More >>
Product Description
A complete step-by-step guide written to help financial advisors and retirement plan professionals gain a competitive edge using Cash Balance Plans. Considered the retirement industry’s best kept secret, these unique tax-favored hybrid plans combine the high contribution limits of defined benefit plans with the flexibility and portability of 401(k)s. The authors are part of the expert team at Kravitz, the national leader in Cash Balance Plan design, management and a… More >>
Beyond the 401: How Financial Advisors Can Grow Their Businesses with Cash Balance Plans
Product Description
The Microsoft® Office System is the most popular desktop suite of personal productivity tools and technologies. Because the Microsoft Office suite of tools is so comprehensive, it can be challenging for people in certain professions to understand how to use Office to perform tasks specific to their job. This book focuses on the tasks a personal financial advisor performs every day—rather than the all too common software-centric approach that many other technology… More >>
The Personal Financial Advisor’s Guide to the Microsoft Office System
Product Description
No matter how knowledgeable and financially savvy we are, there are times we all lie in bed at night and wonder if we really know what we’re doing with our money. In It’s Not So Funny When It’s Your Money, financial advisor Stuart Horowitz draws on a career’s worth of anecdotes about real people in real-life situations (many of them all-too-familiar) and offers the perspective and advice we wished we had at the time —and are glad to have now. Whether yo… More >>
Product Description
Finding the right person to provide guidance on important financial decisions can be difficult. This book explains the differences between the various types of financial professionals and discusses how to find them and how to check their credentials and references…. More >>
Product Description
A complete guide to home ownership offers sound advice on how to find the home to fit one’s lifestyle, determine how much one can afford, online real-estate purchases, dealing with discrimination, credit issues, financial opportunities, and more. … More >>
Your Dream Home: A Comprehensive Guide to Buying a House, Condo, or Co-op
Product Description
In 1894, in the teeth of America’s second worst depression, a young Minneapolis lawyer feared for the ability of ordinary men and women to survive in a collapsing economy. John Elliott Tappan did something about it: he founded Investors Syndicate, the financial pioneer that later became American Express. This is the story of an unlikely man and the role that he played in the great sea of change in American life. A reserved Republican, Tappan was one of America’s gre… More >>
Product Description
Many financial advisers run their business as if acquiring more clients will solve most of their problems. It won’t. For advisory practices without a strategic plan, having more clients leads to more demands and less time to meet them. Translating revenues into profits, cash flow, and transferable value can’t happen without active financial management and a solid understanding of what truly makes a business thrive. Practice Made Perfect can help you make it happe… More >>
Practice Made Perfect: The Discipline of Business Management for Financial Advisors
