Recent Headlines
Retirees Catch a Break from Congress
Dale Merritt, wealth strategist for Banyan Rock & Talent believes that retirees have caught a break with the government’s suspension of the required minimum distribution for 2009. - February 10, 2009 - Banyan Rock & Talent
Macroaxis Released New ETF Browser
In response to recent demand for Exchange Traded Funds, Macroaxis released its new ETF browser. The new explorer-like tool is an addition to Macroaxis existing family of wealth management presentation components and portfolio optimization modules. - February 03, 2009 - Macroaxis Corporation
New Portfolio Suggestion Module from Macroaxis
Macroaxis announces Portfolio Suggester, a new portfolio optimization module that utilizes Macroaxis existing mean-variance optimization framework to present optimal portfolios in real time for several different rebalancing scenarios. - January 31, 2009 - Macroaxis Corporation
Innovative and Creative Marketing Analytics and Pension Data Service Launched in 2008
Pensionanalytix.com is a Plan Sponsor sales prospecting tool for TPA firms, advisors, and service providers. They provide the databases, marketing expertise and analytics required to help your sales teams find prospects that best fit your target profile. - January 19, 2009 - Pension Analytics Inc.
Zimmerman Receives 401k Wire Recognition
Marc Zimmerman, AIF®, Vice President, Qualified Plans Consulting, has been named again as one of 401kWire’s One Hundred Most Influential People in Defined Contribution, advancing from number 57 last year to number 32 in 2009. Marc is one of only a handful of consultants who has achieved this exceptional recognition. - January 10, 2009 - Mahoney & Associates
More Investors Are Taking Control of Their Retirement Dollars as the Economy Continues to Worsen
Entrust Self-Directed IRA’s have witnessed 150% growth in 2008 and expect a record year in 2009. - January 01, 2009 - Entrust Administration Inc
New Ready to Use Financial Widgets Catalog from Macroaxis
Macroaxis makes its most progressive financial widget catalog available for free to financial portals, wealth management boutiques, market blogger, and other investment related sites. - November 11, 2008 - Macroaxis Corporation
Fidelity Independent Adviser’s Donald R. Dion, Jr. Analyzes Impact of Obama Presidency
Fidelity Independent Adviser's Don Dion analyzes the potential impact of the Obama presidency. - November 07, 2008 - Dion Money Management, LLC
Don Dion, Publisher of Fidelity Independent Adviser and President of Dion Money Management Announces Election Coverage: How Will the Next President Effect Your Money?
Don Dion, president of Dion Money Management and publisher of Fidelity Independent Adviser, announced today that he would be teaming up with Federated Investors’ Phil Orlando to deliver election analysis this Wednesday after America has chosen its next president. - November 05, 2008 - Dion Money Management, LLC
Company Names Wayne Wisong SR Director, Erisa Compliance
Mahoney & Associates, a privately-held international compensation and benefits management firm, announces the appointment of Wayne Wisong, JD as Senior Director, ERISA Compliance. Mr. Wisong joins the firm as an integral member of the company’s Compliance & Audit Services Department. - October 18, 2008 - Mahoney & Associates
Mahoney & Associates Names Christopher Gammill, MBA as Benefits Consultant
Appointment fills key role for company. - October 17, 2008 - Mahoney & Associates
Banking ETF (PJB) Bucks the Trend
The PowerShares Dynamic Banking ETF (PJB) took the top position on PowerShares Momentum Tracker’s Sector Momentum Table (http://store.fidelityadviser.com/pws1yr.html) for the second week in a row. PowerShares Momentum Tracker is published by Fidelity Independent Adviser. In the last three... - October 10, 2008 - Dion Money Management, LLC
62% of Fidelity Independent Adviser Subscribers Pick Palin, 37% Bet on Biden
In survey results released today by Fidelity Independent Adviser and Dion Money Management, 62% of respondents think that Palin is the better Vice Presidential candidate, while 37% side with Biden. - October 04, 2008 - Dion Money Management, LLC
FIVE STAR: 2008 Best in Client Satisfaction Wealth Managers (Sm) Announced - Joe Rollins of Rollins Financial Counseling Receives Award
Joseph (Joe) R. Rollins has been named as a 2008 FIVE STAR Best in Client Satisfaction Wealth Manager. The individuals who receive this award are selected based on a rigorous research process and represent less than 3% of Wealth Managers in the Atlanta area. - October 03, 2008 - Rollins Financial Counseling, Inc.
iShares Dow Jones U.S. Consumer Goods (IYK) Climbs ETF Momentum Tracker Rankings
In the latest edition of ETF Momentum Tracker, publisher Don Dion profiles iShares’ Dow Jones U.S. Consumer Goods (IYK), an ETF that has moved steadily up his Sector Momentum Table in recent months. - October 03, 2008 - Dion Money Management, LLC
Banking Tops Momentum Rankings: Sector Momentum Tracker Reports
This week’s issue of Fidelity Independent Adviser’s Sector Momentum Tracker examines the recent momentum surge in banking funds. - October 01, 2008 - Dion Money Management, LLC
New Financial Assistance Available to St. Dominic Regional High School Students Through the Dion Family Foundation
The Dion Family Foundation will be offering ten $4,000 scholarships to new students enrolling at St. Dominic Regional High School in September of 2009. Each of the ten students selected will be eligible for $1,000 each of their four years at St. Dom’s. Also for the graduating class of 2009, a $40,000 scholarship to attend St. Michael’s College will be available to no more than two St. Dom’s graduates over four years. - September 26, 2008 - Dion Money Management, LLC
ETF Momentum Tracker Sees Consumer Services (IYC) Gaining Momentum
With Lehman Brothers, Merrill Lynch and AIG dominating the financial headlines this week, ETF Momentum Tracker has isolated one sector weathering the storm: consumer services. - September 21, 2008 - Dion Money Management, LLC
Federated's Orlando and Fidelity Independent Adviser's Dion Predict Market Impact of Election '08
Donald Dion, the publisher of Fidelity Independent Adviser, and Phil Orlando, the senior equity market strategist at Pittsburgh-based Federated Investors, delivered election analysis and portfolio strategies for both McCain and Obama in a video conference viewable at: http://www.dionmm.com/include/thm/script/thm.py/ - September 15, 2008 - Dion Money Management, LLC
Consumer Staples Gain Momentum: PowerShares Momentum Tracker Reports
While the retail sector scales back prices to meet newly curtailed budgets nationwide, some investors have begun to bargain hunt among the consumer staples equities hit hard by recent market woes. - September 14, 2008 - Dion Money Management, LLC
Pharmaceutical ETFs Surge in ETF Momentum Tracker Ratings
In an interview today, Don Dion, publisher of ETF Momentum Tracker, discussed the recent surge in healthcare ETFs. - September 12, 2008 - Dion Money Management, LLC
Currency Trends and ETFs: ETF Report Examines Currency Funds
What makes a currency strong or weak? Is a strong dollar “good” or “bad” for investors? Which sectors thrive in a rising dollar environment? A falling one? - September 10, 2008 - Dion Money Management, LLC
Entrust Administration, Inc. Announces Online Investor Radio Show Every Thursday at 10 am Pacific
Entrust Administration, Inc., the industry leader of custodial services for self-directed retirement plans, today announced that it will be hosting the California Investors Radio Show. - September 10, 2008 - Entrust Administration Inc
Gleaning Retail: PowerShares Momentum Tracker Profiles the Dynamic Retail Portfolio
In the wake of recent earnings reports from retail giants like Wal-Mart PowerShares Momentum Tracker peeled back the layers of the retail sector in the current issue of their ETF publication. - September 08, 2008 - Dion Money Management, LLC
Fidelity Independent Adviser Unveils Holdings for Its Non-Fidelity Specific NTF Growth & Income Portfolio
Fidelity Independent Adviser revealed the five funds that comprise its Non-Fidelity Specific NTF Growth & Income Portfolio in the September issue of the publication. The Non-Fidelity Specific NTF Growth & Income Portfolio seeks conservative growth by investing in funds available through... - September 06, 2008 - Dion Money Management, LLC
ETF Momentum Tracker Spotlights iShares MSCI Chile (ECH) in Latest Edition
ETF Momentum Tracker (http://www.fidelityadviser.com/readMe_ETF.asp) profiles iShares MSCI Chile (ECH) in the latest issue of the newsletter released today. ETF Momentum Tracker recently added ECH to its model portfolio. http://store.fidelityindependentadviser.com/etf1yr.html “Until a few... - September 05, 2008 - Dion Money Management, LLC
PowerShares Momentum Tracker Examines PFI’s Resilience
The latest edition of Fidelity Independent Adviser’s PowerShares Momentum Tracker analyzes PowerShares Dynamic Financials (PFI)—a financial ETF that has held up astonishingly well when compared to its peers. - August 31, 2008 - Dion Money Management, LLC
ETF Momentum Tracker Profiles ProShares Short MSCI EAFE (EFZ)
The latest edition of ETF Momentum Tracker examines the phenomenon of short ETFs, taking a closer look and the risks—and rewards—associated with the new range of “short bets” flooding the marketplace. - August 30, 2008 - Dion Money Management, LLC
Bullish Dollar or Bearish Dollar? PowerShares Momentum Tracker Covers Currency ETFs
As the dollar hit a six-month high in yesterday’s trading, PowerShares Momentum Tracker (http://www.fidelityadviser.com/readMe_PS.asp) announced that both the US Dollar Bearish ETF (UDN) and the US Dollar Bullish ETF (UUP) had made significant gains in their momentum rankings. “After... - August 29, 2008 - Dion Money Management, LLC
Retirement Income Guide Swaps Fidelity VIP Overseas R (FAVOS) for Lazard Retirement Emerging Markets (FNRLC) and Fidelity VIP Strategic Income (FAVSI)
In the latest issue of Fidelity Independent Adviser’s Retirement Income Guide publisher Don Dion announced that he would be selling Fidelity VIP Overseas R (FAVOS) from two of his model portfolios, and buying Lazard Retirement Emerging Markets (FNRLC) and Fidelity VIP Strategic Income (FAVSI)... - August 24, 2008 - Dion Money Management, LLC
Macroaxis Launches Portfolio Analytics for International Markets
Macroaxis Corporation introduced a new international portfolio analysis theme, incorporating access to markets and exchanges in several countries. - August 23, 2008 - Macroaxis Corporation
Natural Gas and Resources for Pharma and Communications: Sector Momentum Tracker Makes Trades Early in Week
Sector Momentum Tracker (http://store.fidelityindependentadviser.com/sectortracker.html ) made two changes to its Portfolio today, selling Natural Gas (FSNGX) and Natural Resources (FNARX) and purchasing Pharmaceuticals (FPHAX) and Communications Equipment (FSDCX) with the proceeds. Since its June... - August 21, 2008 - Dion Money Management, LLC
PowerShares International Listed Private Equity (PFP) Jumps in PowerShares Momentum Tracker’s Rankings
In the latest issue of PowerShares Momentum Tracker, however, Dion announced that PFP has been moving up his rankings in recent months. - August 20, 2008 - Dion Money Management, LLC
ETF Momentum Tracker Sees iShares Dow Jones US Medical Devices (IHI) Jump 16 Spots in Rankings
Don Dion, publisher of Fidelity Independent Adviser, announced today that iShares Dow Jones US Medical Devices (IHI) had jumped up 16 spots in ETF Momentum Tracker’s Sector Momentum Table since May 20. “In the last few months of tough stock-market sledding, one of the tried-and-true axioms of investing has come to the forefront: health care is a good place to hide during bear markets,” Dion said. - August 20, 2008 - Dion Money Management, LLC
Will Natural Gas Bounce Back? Sector Momentum Tracker Reports on Fidelity Select Natural Gas (FSNGX)
In the latest edition of Fidelity Independent Adviser’s Sector Momentum Tracker, publisher Don Dion discusses recent trends in natural gas, and gives his outlook for Fidelity Select Natural Gas (FSNGX). FSNGX was up nearly 19% year to date on June 23, but by Aug. 8 it was down 13.2% for the... - August 16, 2008 - Dion Money Management, LLC
Green Investing with ETF Report
In the current issue of Fidelity Independent Adviser’s ETF Report, publisher Don Dion examines a new breed of ETFs designed to offer investors opportunities in “green investing.” “The ETF Report is released monthly,” Dion said, “so we try to cover important trends that are impacting the market right now.” - August 13, 2008 - Dion Money Management, LLC
PowerShares Momentum Tracker Examines Dynamic Building & Construction (PKB)
Don Dion, publisher of Fidelity Independent Adviser, and president of Dion Money Management, announced today that despite recent housing woes, PowerShares Dynamic Building & Construction (PKB) has maintained its momentum ranking in PowerShares Momentum Tracker... - August 10, 2008 - Dion Money Management, LLC
iShares MSCI Singapore: ETF Momentum Tracker Finds a Glimmer in a Gloomy Asia
In the latest issue of ETF Momentum Tracker, publisher Don Dion announced that the iShares MSCI Singapore fund (EWS) had gained momentum among Asian funds tracked by the weekly publication. EWS has doubled its position on Dion’s International Momentum Table, moving from the 10th spot on July... - August 09, 2008 - Dion Money Management, LLC
In Its Latest Issue, Fidelity Independent Adviser Discusses Financial Mistakes—and How to Avoid Them
In the latest issue of Fidelity Independent Adviser, Publisher Don Dion warns subscribers of common investing mistakes, and offers tips for avoiding them. http://www.fidelityadviser.com/readMe_FIA.asp As market volatility bullies many investors into making quick, and sometimes irrational... - August 07, 2008 - Dion Money Management, LLC
Fidelity Independent Adviser Adjusts Two Portfolios with Biotechnology
Don Dion, publisher of Fidelity Independent Adviser announced portfolio changes today that shift assets from materials and telecommunications to biotechnology. The two trades place biotechnology prominently in two of Fidelity Independent Adviser’s model portfolios: Fidelity Select Portfolio and NTF Sector Portfolio. - August 06, 2008 - Dion Money Management, LLC
Austria (EWO) Swapped for Singapore (EWS) by ETF Momentum Tracker
Don Dion, publisher of Fidelity Independent Adviser’s ETF Momentum Tracker, announced that he would be selling the International Portfolio position, iShares Austria (EWO), and would be buying iShares Singapore (EWS) with the proceeds. http://www.fidelityadviser.com/readMe_ETF.asp “The... - August 02, 2008 - Dion Money Management, LLC
Gold ETFs: ETF Momentum Tracker Weighs in on IAU
Don Dion, publisher of Fidelity Independent Adviser’s ETF Momentum Tracker, announced today that despite recent setbacks, iShares COMEX Gold (IAU) has risen more than 8% since he added it to the ETF Momentum Tracker portfolio in January. The latest edition of ETF Momentum Tracker, released... - August 01, 2008 - Dion Money Management, LLC
Fidelity Independent Adviser’s Sector Momentum Tracker Shifts Its Focus from Communications Equipment (FSDCX) to Medical Equipment and Systems (FSMEX)
Don Dion, publisher of Fidelity Independent Adviser, and president of Dion Money Management, announced that he would be shifting from Communications Equipment (FSDCX) to Medical Equipment and Systems (FSMEX) in the latest edition of Sector Momentum... - July 31, 2008 - Dion Money Management, LLC
Custodio Asset Management's Gains Counter Falling Market
Garnering steady gains despite market loss, CAM is expanding to serve its growing clientèle. - July 30, 2008 - Custodio Asset Management
Banking ETFs Have Seen a Bounce in Price, But PowerShares Momentum Tracker Doubts That They Can Gain Momentum
Despite an impressive rally from the financial sector late last week, Fidelity Independent Adviser’s PowerShares Momentum Tracker believes there may be more downside for financial ETFs. http://www.fidelityadviser.com/readMe_PS.asp Don Dion, publisher of PowerShares Momentum Tracker noted... - July 30, 2008 - Dion Money Management, LLC
PowerShares Global Wind Energy ETF (PWND): Fidelity Independent Adviser’s PowerShares Momentum Tracker Examines the New Fund
Fidelity Independent Adviser’s PowerShares Momentum Tracker takes an in depth look at PowerShares Global Wind Energy ETF (PWND) in its latest issue, released yesterday. “Our goal is to give subscribers the information they need in a difficult marketplace,” said Don Dion, publisher... - July 27, 2008 - Dion Money Management, LLC
iShares MSCI Mexico Jumps on the ETF Momentum Tracker Table
Publisher Don Dion notes that the “Mexican market is showing surprising strength, despite U.S. Downturn.” - July 26, 2008 - Dion Money Management, LLC
International Investing: 401k Accelerator Tackles the Issue
Fidelity Independent Adviser’s 401 (k) Accelerator tackles the issue of overseas investment in its latest issue. - July 25, 2008 - Dion Money Management, LLC
Sector Momentum Tracker Eyes Fidelity Select Pharmaceuticals
As mixed news rolls in for the world’s largest pharmaceutical companies, Fidelity Independent Adviser’s Sector Momentum Tracker announced Monday that Fidelity Select Pharmaceuticals has made gains on the Sector Momentum Table. - July 24, 2008 - Dion Money Management, LLC
ETF Momentum Tracker Looks at IBB, as Biotech Gears Up for a Busy Week
IBB stood at position 14 on the ETF Momentum Tracker Table last week, up from 26 three weeks earlier. - July 23, 2008 - Dion Money Management, LLC