Investment Strategy

Creating

Money: Understanding and Creating Alternatives to Legal Tender

Cash. Loot. Scratch. Lucre. Bread. Coin. Scrip. Moolah. Green. We all think we know intuitively what money is, and what it can do for us. Tom Greco, director of the Community Information Resource Center, understands and explains money on an eye-popping, fundamental level. Moreover, he provides a roadmap on how to make alternatives to the “legal tender” work for individuals, communities, and local economies. Money will set your mental gears spinning with fantastic ideas. This
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Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

November 2, 2009 Socially responsible investing

To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just [...]

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Splendid Legacy: The Guide to Creating Your Family Foundation

October 10, 2009 Socially responsible investing

The first and only comprehensive guide designed especially for donors and families who are starting family foundations is now available from the National Center for Family Philanthropy. Splendid Legacy: The Guide to Creating Your Family Foundation helps donors, families, and their advisors create a detailed blueprint for their family foundations to fulfill their hopes and [...]

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Market Neutral Investing: Build Consistent Low-Risk Profits by Creating Your Own Hedged Portfolio

September 13, 2009 Stock investing

The stock market still intrigues people, but shell-shocked individual investors have learned to be more savvy and realistic with their investments. There is no way to eliminate risk when stocks fluctuate, but risk can be reduced and even controlled. Geared to individual investors, Eric Stokes unravels the mysteries behind using market neutral investing principles, enabling [...]

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