stonebridgefin.com
Stonebridge Financial Group - Our Firm
http://www.stonebridgefin.com/ourteam.aspx
At Stonebridge Financial Group we listen to our clients; develop, implement, and monitor a financial plan custom-tailored. Unique life/financial goals and risk tolerance; recommend investment solutions without bias or prejudice; and. Objective advice and personalized service. We adhere to a disciplined process that delivers a consistent, yet customized,. Financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what. Can help you connect all the. Knowl...
crossbridgecny.com
Crossbridge Financial Group of CNY, Inc. - OUR SERVICES
http://www.crossbridgecny.com/ourservices.aspx
Trusted Guidance for Generations. Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why, at Crossbridge Financial Group of CNY, Inc. Our priority is to get to know you as a person and as a family. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like. Including possible loss of the principal invested. A Registered Investment Advisor.
swmpa.com
Sterling Wealth Management - ACCOUNT ACCESS
http://www.swmpa.com/client_access_-_multiple_options.aspx
To access your account information, please select the button below. If you do not currently have a username and password and would like access to your account online, please submit your information using the form below and someone will contact you regarding your request. See your statements and confirmations online in Investor360°. The following fields are required. Please complete them and resubmit the form. Account Access Request Form. A Registered Investment Advisor.
galeinvestment.com
Gale Investment Management - THE MARKET
http://www.galeinvestment.com/themarket.aspx
Market Update for the Month Ending July 31, 2016. Posted August 3, 2016. Markets move up around the world. Technical factors also improved during the month. All three major indices remained above their 200-day moving averages, often a sign of continued strength. Emerging markets also did well, gaining 5.03 percent in July. Despite the turmoil in Europe and Turkey, technical factors for the MSCI Emerging Markets Index remained positive, as it stayed above its 200-day moving average for the entire ...Perha...
raydunlap.com
Women in Transition| Dunlap Wealth Strategies|Peachtree City, GA| Founder and President
http://www.raydunlap.com/p/women-in-transition
Dunlap and Associates Scholarship. When women go through a transition, they can face myriad challenges, both emotional and financial. These changes can come in many forms: newly married, new baby, career change, divorce, retirement, inheritance, relocating, downsizing, convalescent care, or the death of a loved one. We, at Dunlap and Associates Wealth Management,. And, in the process, we have identified a number of factors that cause women to be financially vulnerable:. So the “glass ceiling”...
raydunlap.com
Glossary | Dunlap & Associates Wealth Management
http://www.raydunlap.com/tools/glossary
Dunlap and Associates Scholarship. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower ...
raydunlap.com
Estate | Dunlap & Associates Wealth Management
http://www.raydunlap.com/resource-center/estate
Dunlap and Associates Scholarship. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Executo...
kendallcpa.com
Kendall Financial Services - WHAT TO EXPECT
http://www.kendallcpa.com/WHAT_TO_EXPECT.aspx
A good life through passionate, effective planning.". WHAT TO EXPECT / An Overview. Are you prepared to Mind the Gap? Financial planning is the story of your life. Financial planning helps define the Gap. What do we mean by the Gap? The Gap is the space between where you are now and where you want to be. It is a space of possibilities available to you and your family. Financial planning works best with people who are willing to learn, grow, and take action to recognize and confront the Gap. A willingness...
weibler.com
Weibler Financial and Retirement - Employer Plans
http://www.weibler.com/Employer_Plans.aspx
This communication strictly intended for individuals residing in the states of AK,AZ,CA,CO,ID,NE,NV,OR,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,. Including possible loss of the principal invested. A Registered Investment Advisor.
ppsadvice.com
Private Portfolio Services - THE MARKET
http://www.ppsadvice.com/themarket.aspx
Market Update for the Month Ending July 31, 2016. Posted August 3, 2016. Markets move up around the world. Technical factors also improved during the month. All three major indices remained above their 200-day moving averages, often a sign of continued strength. Emerging markets also did well, gaining 5.03 percent in July. Despite the turmoil in Europe and Turkey, technical factors for the MSCI Emerging Markets Index remained positive, as it stayed above its 200-day moving average for the entire ...Perha...
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