tag:blogger.com,1999:blog-7823235396672580348.comments2023-11-23T04:52:35.302-08:00Blog on WealthJeff Spearshttp://www.blogger.com/profile/09616410877302110856noreply@blogger.comBlogger53125tag:blogger.com,1999:blog-7823235396672580348.post-11774555298893991092021-12-14T07:14:38.378-08:002021-12-14T07:14:38.378-08:00Thanks for sharing such a useful information,
Fin...Thanks for sharing such a useful information,<br /><br /><b><a href="https://dynamicwealthinc.com/" title="Wealth Management NYC" rel="nofollow">Financial Advisor</a></b><br />Dynamic Wealth Strategieshttps://www.blogger.com/profile/09591518454788341379noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-15931718684324926362013-10-01T03:26:17.251-07:002013-10-01T03:26:17.251-07:00Its quite true . Advice from the experts is very i...Its quite true . Advice from the experts is very important to manage the wealth relevant things. Nice blogfabiannol barneshttp://octagonwealth.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-45250506521649911352013-05-21T05:40:29.211-07:002013-05-21T05:40:29.211-07:00Thanks for sharing such a useful information, I wi...Thanks for sharing such a useful information, I will be checking your blog for further updates and information.<br />MEL Insurancehttp://marineworkcomp.com/noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-60673881512494957952013-01-27T23:22:30.132-08:002013-01-27T23:22:30.132-08:00Nice blog, thanks for sharing the information. I w...Nice blog, thanks for sharing the information. I will come to look for update. Keep up the good work.<br /><br /><b><a href="http://www.ecabot.com/wealth-management/" rel="nofollow">wealth management boston</a></b>Anonymoushttps://www.blogger.com/profile/03068871291649512674noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-58087675732654160672013-01-15T13:45:04.025-08:002013-01-15T13:45:04.025-08:00Yes, it is never bad to make a Facebook page if yo...Yes, it is never bad to make a Facebook page if you want to sell your professional skills online. However, there is a platform that targets professionals: LinkedIn. It is dubbed as a social media site for professionals, so I'm certain it would be to your advantage if you create an account on the said platform and search for your prospective clients in their growing number of users. Good luck!<br /><br /><a href="http://www.surefiresocial.com/marketing-services/local-seo/" rel="nofollow">Staci Burruel</a><br />Staci Burruelhttps://www.blogger.com/profile/06294665436373626447noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-39159322311841778622012-12-19T10:40:23.193-08:002012-12-19T10:40:23.193-08:00“As a financial advisor, is it worth having a Face...“As a financial advisor, is it worth having a Facebook page?” My answer is a big YES! As a financial advisor, connecting and communicating with your clients is important. Keep track of the daily life of your clients and prospects. And you can keep them informed about you and your business.Kevin Beamerhttp://www.bestcontractorleads.com/noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-28318821721991260872012-10-15T06:41:13.172-07:002012-10-15T06:41:13.172-07:00If you have no idea how you can manage your wealth...If you have no idea how you can manage your wealth there are many Wealth management firms are built on the basis of helping you to follow the right avenue. With a personal advisor, you'll be able to configure your investment options to achieve your specific goals with as much or as little input as you feel is necessary.wealth managementhttp://www.courtiers.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-84077497200601560732012-09-07T12:17:58.922-07:002012-09-07T12:17:58.922-07:00Hi there! I'll be looking forward for your oth...Hi there! I'll be looking forward for your other posts as well. Keep it up and more power to you. What a great post! You have such a good point of view. It is very well said. Thank you so much for sharing this informative post. <br /><br />Features of Wealth Management:<br /><br />*Allows customer to review risk profiles.<br />*Track holdings against model portfolios fro returns.<br />*Captures Customer’s details and risk profile.<br />*On approval by client they execute financial plans.<br />*Based on the advanced algorithms they provide tax coverage, education and insurance.<br />*Interfaces with banks, portfolios management systems, price vendors and other agencies.<br />*Provides dynamic search.<br />*Document Management.<br />*Dynamic user access control.<br /><br />For more information about Cabot Money Management's wealth management services or to discuss how we can help you make the most of your assets, contact us today. <a href="http://www.ecabot.com/wealth-management/" rel="nofollow">Wealth Management Boston</a>Anonymoushttps://www.blogger.com/profile/14153776053756305209noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-28328862496539741552012-06-13T10:35:58.639-07:002012-06-13T10:35:58.639-07:00Randy is now working with Sharespost.
https://wel...Randy is now working with Sharespost.<br /><br />https://welcome.sharespost.com/Jeff Spearshttps://www.blogger.com/profile/09616410877302110856noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-70538994147860566532012-06-13T10:31:23.974-07:002012-06-13T10:31:23.974-07:00What ever happened to Randy?What ever happened to Randy?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-53623894415723646682012-06-06T11:09:23.388-07:002012-06-06T11:09:23.388-07:00Jeff, I enjoy the blog and will continue reading i...Jeff, I enjoy the blog and will continue reading it. A point of grammar, albeit Italian grammar, is that if you mean the name to be plural, it should be "consiglieri".....great name though, should open up an interesting new client base....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-58498944756102511432012-05-26T09:34:46.549-07:002012-05-26T09:34:46.549-07:00Interesting article in The New York Times today ab...Interesting article in The New York Times today about JP Morgan. One opinion caught my attention. <br /><br /><br />"Regulators are not typically stationed at divisions like JPMorgan’s chief investment office, which are known as Treasury units. The units hedge risk and invest extra money on hand, and tend to make short-term investments. But JPMorgan’s office, with a portfolio of nearly $400 billion, had become a profit center that made large bets and recorded $5 billion in profit over the three years through 2011. "Jeffnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-7905119184813762512012-05-24T10:03:45.858-07:002012-05-24T10:03:45.858-07:00Jeff- It was not prop trading that put Bear Stearn...Jeff- It was not prop trading that put Bear Stearns and Lehman under. It was all the mortgage crap that they were creating and selling that imploded. Very different businesses and completely unrelated to the JPM issue. <br /><br />BTW- FDIC was not insuring Lehman or Bear Stearns so again a red herring. As a counterpoint, GS' prop trading where they shorted their mortgage book actually contributed to saving them.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-51346405532547578622012-05-24T09:05:56.490-07:002012-05-24T09:05:56.490-07:00Valid point on AIG, WaMu, Countrywide, Fannie, Fre...Valid point on AIG, WaMu, Countrywide, Fannie, Freddie, plus the hundreds of banks that went under did not fail because of prop trading.<br /><br />Lehman Brothers and Bear Stearns - not so much.<br /><br />While prop trading is a potentially profitable business. Do we really want our FDIC insured firms having this as a part of their business? <br /><br />Sounds like your vote is yes, my vote is no - as they say "that is what makes a market"<br /><br />I appreciate your commentsJeff Spearshttps://www.blogger.com/profile/09616410877302110856noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-59420930732900495682012-05-24T08:38:51.593-07:002012-05-24T08:38:51.593-07:00A nice post but a bit of a red herring. Prop trad...A nice post but a bit of a red herring. Prop trading was never in the list of top 5 problems that contributed to the Financial Crisis. AIG, WaMu, Countrywide, Lehman, Fannie, Freddie, plus the hundreds of banks that went under did not fail because of prop trading. While Congress and regulators have made prop trading a target, there is no evidence that has demonstrated that the cons (occasional losses) have outweighed the pros (profits, improved market liquidity).Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-36163963871305000062012-05-23T13:18:54.644-07:002012-05-23T13:18:54.644-07:00Excellent!
Best piece I've read about this i...Excellent! <br /><br />Best piece I've read about this issue.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-11220147489475849742012-05-11T05:53:27.847-07:002012-05-11T05:53:27.847-07:00Great post. I’ve learned a lot from your blogonwea...Great post. I’ve learned a lot from your blogonwealth site so far. Thanks for the kind information... <a href="http://unconventional-wisdom.com.au/world-as-we-see-it" rel="nofollow">Asset Management<br /></a>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-10154093117880392242012-04-28T17:07:44.077-07:002012-04-28T17:07:44.077-07:00Maybe I'm wrong about advertising.
This week&...Maybe I'm wrong about advertising.<br /><br />This week's Barron's talks about Hedge Funds considering advertsing under the new JOBS Act.<br /><br />Say it isn't so...<br /><br />http://online.barrons.com/article/SB50001424053111903591504577361903353035884.htmlJeff Spearshttps://www.blogger.com/profile/09616410877302110856noreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-64582795921913273512012-04-25T13:07:48.053-07:002012-04-25T13:07:48.053-07:00By the time those 14 year old girls have enough mo...By the time those 14 year old girls have enough money to invest, I'll be dead. Get real!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-6799093638425301992012-04-24T05:34:31.400-07:002012-04-24T05:34:31.400-07:00Impressive stats on Facebook
•Monthly active user...Impressive stats on Facebook<br /><br />•Monthly active users now total 901 million (up from 680 million a year ago). <br />•Daily active users are up to 526 million (up from 372 million last year).<br /> •Monthly mobile users now total 488 million.<br /> •300 million photos are uploaded to the site each day.<br /> •3.2 billion Likes and Comments are posted daily.<br /> •125 billion friendships are forged per day.Jeffnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-80232907236333452322012-04-04T05:50:07.237-07:002012-04-04T05:50:07.237-07:00Wealth managers - don't let the Best Buy effec...Wealth managers - don't let the Best Buy effect happen to you!<br /><br />http://www.businessinsider.com/amazon-is-cheaper-than-bestbuycom-2012-4Jeffnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-5142301523977848872012-03-31T10:29:31.288-07:002012-03-31T10:29:31.288-07:00Salesforce Chatter is another internal social netw...Salesforce Chatter is another internal social network that is also worth considering.<br /><br />http://online.barrons.com/article/SB50001424053111903715504577305573702726522.htmlJeffnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-39926526256965237432012-02-22T05:19:14.679-08:002012-02-22T05:19:14.679-08:00In the words of Hank Paulson
"I will never a...In the words of Hank Paulson<br /><br />"I will never apologize for changing an approach when the facts change"New Bloggernoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-59903680508949546782012-02-21T20:31:28.025-08:002012-02-21T20:31:28.025-08:00Who says an investment advisor is better than a co...Who says an investment advisor is better than a computer algorithm? Wasn't it Blog on Wealth that criticized the asset allocation algorithm that most (if not all) advisors use to determine where their clients should invest their money? And wasn't it Blog on Wealth that endlessly advocated passive vs active managment? What's changed?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7823235396672580348.post-82658956688193882622012-01-27T06:18:29.498-08:002012-01-27T06:18:29.498-08:00There is no doubt that small accounts create a cha...There is no doubt that small accounts create a challenge for the reasons posted. <br /><br />However, I believe the independent advisor is positioned to make a better business decision on whether to incubate these clients, or not, than Wall Street due to the cost to servce differential. <br /><br />New client aquisition has become VERY difficult post the financial crisis, and my point is that independent advisors should consider all options to grow their business.Jeffnoreply@blogger.com