OCA High School Students Trounce the Stock Market
OKLAHOMA CITY, July 29, 2011 — If most investors could earn 1% per month on their investment portfolios they would be quite pleased. At OCA High School in Edmond, Oklahoma, that wouldn’t have received even an honorable mention award.
In the inaugural pilot “4t Nox Portfolio Manageme…
SmartMoney Recommends Retiree Inc.’s Advice in Making Savings Last Longer
Company’s tax-efficient withdrawal methodology may add years to retirement assets
LEAWOOD, Kan., Jan. 12, 2011 — Just as Baby Boomers are beginning to turn 65 and face a collective bleak future, Retiree Inc. was recently applauded for its proprietary methodology that may revolutionize…
Marian Financial Services, Inc. is a Registered Investment Adviser licensed in FL, KY, IN and TX
JACKSONVILLE, Fla., May 7, 2010 — RICK JOHNSON, CERTIFIED FINANCIAL PLANNER(R) AND AUTHOR of Keep Your Assets Take My AdviceTM (iUniverse Publisher – ISBN-10 144012695X), has put together an…
Latest research from Phoenix Marketing International shows what affluent investors consider to be effective advertising, how they evaluate financial services firms offering retirement products and services, brand penetration among (and association with) seven investment and insurance offeri…
WATERBURY, Conn., April 22, 2009 — This isn’t the first time the country’s faced economic uncertainty, but this is a once-in-a-generation confluence of events that have led to a severe market downturn and a ferocious contraction of the global economy. An economic crisis of this mag…
Growing Up Is Never Easy: The Pains of Recession Should Lead to More Mature Financial Practices
ST. CLOUD, Minn., March 31, 2009 — Urging the country to put away childish things, President Obama could have been talking about poor spending habits. Like children, this nation demanded instant gratification. The retail concept of lay-away, popular just 30 years ago, went the way of the drive-i…
Can Your Personal Finances Survive a Recession?
Local Advisor Recommends Practical Tips to Help Consumers Get Through the Downturn
GREENWOOD VILLAGE, Colo., Feb. 3, 2009 — While the pressure is on for Washington to act quickly and approve a stimulus package, it’s still going to take time to see any results of such action. So how will consu…
