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VisionQuest Announces New Investment Partnership with Lenger Asset Management
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces its new investment partnership with Lenger Asset Management. “Changes in the capital market environment prompted us to re-evaluate our investment platform. We found that... - April 02, 2009 - VisionQuest Wealth Management
United Medical Brokers Launches Website Dedicated to Purchase and Sale of Medical Related Businesses and Real Estate
United Medical Brokers announced its nationwide launch today from its corporate headquarters. United Medical Brokers www.unitedmedicalbrokers.com is now offering nationwide brokerage services for buyers and sellers of medical practices, medical related businesses, and medical related real... - April 01, 2009 - United Medical Brokers
First Investors Special Situations Fund is Top-Ten in Wall Street Journal Rankings
The First Investors Special Situations Fund (FISSX) was ranked eighth in the Small-Cap Value category by The Wall Street Journal. The Wall Street Journal ranked the top-performing funds in 16 different categories, ranked by year-to-date total returns as of February 27, 2009. Total return was... - April 01, 2009 - First Investors Media
Alchemex Australia Introduces Advanced Business Reporting Made Simple for MYOB Small Business Users - Alchemex for MYOB Has Been Released in Australasia
Alchemex, one of the Business Intelligence industry's fastest growing mid-size software vendors, has released it’s latest offering which is a major play on the accounting market in the Australian territory. It’s “Alchemex for MYOB Small Business” reporting solution has been... - March 30, 2009 - Alchemex Pty Ltd
Local Wachovia Securities Financial Advisor Awarded CFP® Designation
Wachovia Securities is proud to announce that Financial Advisor Glen Simmonds, First Vice President – Investment Officer, has been awarded the designation Certified Financial Planner™ - one of the industry’s most prestigious and demanding designations. The CFP® mark... - March 29, 2009 - Wachovia Securities, LLC
First Investors Encourages Investors to Plant the Seeds for Their Financial Futures
First Investors believes the fundamentals of saving and investing are not unlike those of gardening. If an investor wants his or her portfolio to have the potential to grow and bear fruit in the future, he or she needs to plant the seeds today. - March 25, 2009 - First Investors Media
Lytel-Pugh Engagement Announcement
Mr. and Mrs. Roger (Joye) Lytel are delighted to announce the engagement of their son, Kipley James Lytel to Miss Diana Agnese Pugh, all of Santa Barbara. The recent engagement was celebrated on a family European cruise during the holidays. Kipley graduated from Montecito Union, Laguna Blanca and... - March 24, 2009 - Montecito Capital Management Group
First Investors Chairman’s Council - Patrick Sciarra Seeks to Reclaim Top Spot
Although he has several weeks left until the final tally on April 24, Patrick Sciarra looks strong in the First Investors’ performance rankings for 2008-09. - March 18, 2009 - First Investors Media
Fidelity Independent Adviser Names ETFOX as Best Fund
Donald R. Dion Jr. announced Fidelity Independent Adviser’s selection of the ETF Market Opportunity Fund (ETFOX) as the “Best Fund for Second Quarter 2009” in a special subscriber report now available free to the public online at Fidelity Independent Adviser's website. - March 18, 2009 - Dion Money Management, LLC
Ciccarelli Advisory Services, Inc. Earns Barron’s Award
Ciccarelli Advisory Services, Inc., is pleased to announce that the firm has been included in the “Top 1,000 Advisers” in Barron’s Business and Financial Weekly. This is the first year for ranking the top advisers in each of the 50 states. The firm is one of five independent... - March 15, 2009 - Ciccarelli Advisory Services, Inc.
Capricorn's Currency Fund Product Available as a USD-Based Fund
Established as a CHF denominated offshore fund, the Capricorn currency fund (ISIN KYG5204Q1165; ISIN KYG5204Q2312) product is now investible in several share classes and as a US onshore fund. - March 14, 2009 - Capricorn Strategies
Cheyne Capital Announces New Appointments
Cheyne Capital announced the appointments of Stephen Best and Nicolas Vocs as key positions. - March 13, 2009 - Cheyne capital
Gift Giving Can Help Family and Friends Now, Save on Taxes Later
With many people reeling from the recent financial turmoil of the last 12 months, tax-free gift giving offers a way for individuals to provide immediate and longer-term financial stability of friends and family. - March 12, 2009 - Banyan Rock & Talent
Two Year, No Questions Asked, Buy-Back Guarantee - A Developer, Taking the Fear Out of Buying, is Selling Real Estate
The Kopley Group is selling their Real Estate despite one of the slowest markets on record. They are doing it by letting their home owners have a change of heart any time during the 24 months after closing. And, the results are amazing. - March 11, 2009 - The Kopley Group, Inc.
Jackson Hewitt – Four Corners Serves Up Tax Savings for Area Food and Beverage Workers
Participating Locations in Silver Spring Four Corners Offer Discounts for Food and Beverage Workers from March 9 through 15. - March 11, 2009 - Jackson Hewitt Tax Service - Four Corners
First Investors Encourages Clients to Contribute to Their IRAs
Income tax returns are due shortly, but many investors may still have a chance to take one more deduction. - March 11, 2009 - First Investors Media
New Tax Law Changes Can Help Taxpayers Save Money Jackson Hewitt – Four Corners Highlights Changes That May Spell Tax Time Savings for Maryland Taxpayers
Jackson Hewitt Tax Service® - Four Corners office encourages taxpayers to find out how these new tax credits and deductions can help lower their individual tax liability and possibly put more money back in their pockets this tax season. - March 08, 2009 - Jackson Hewitt Tax Service - Four Corners
Jackson Hewitt® Four Corners Offers Insight on Itemizing Deductions on 2008 Tax Returns
To ensure consumers get the most out of their tax return this tax season, The Jackson Hewitt - Four Corners office, offers advice on determining when to itemize deductions. “Itemizing on a tax return is not just for homeowners seeking to deduct mortgage interest and property taxes,”... - March 06, 2009 - Jackson Hewitt Tax Service - Four Corners
Jackson Hewitt Tax Service – Four Corners Urges Taxpayers to be Aware of Commonly Overlooked Deductions
In this economy, every dollar counts. Jackson Hewitt Tax Service® - Four Corners office urges taxpayers to be aware of the most commonly overlooked deductions that may help increase their refund or keep more money in their pockets this tax season. “One way to help maximize your dollars... - March 06, 2009 - Jackson Hewitt Tax Service - Four Corners
Jackson Hewitt® Four Corners Celebrates Tradespersons, Maintenance, Construction and Union Workers with Occupation-Related Tax Savings from February 25 Through March 8
The Jackson Hewitt - Four Corners office, celebrates laborers, maintenance and construction workers today through Sunday, March 8, 2009, when participating Jackson Hewitt locations will offer mechanics, welders, electricians, plumbers, truck / bus drivers, maintenance, construction, Union workers... - March 05, 2009 - Jackson Hewitt Tax Service - Four Corners
First Investors Included in Barron’s Annual Fund Ranking Survey
First Investors placed 14th out of the 59 fund families in Barron’s annual fund ranking survey for 2009. Published in conjunction with Lipper, the survey is based on 2008’s results. As in the past, Barron’s has segmented the universe of funds into five categories: U.S. Equity (48. - March 04, 2009 - First Investors Media
Survive The Recession – Be E.I.
The following press release informs individuals how-to survive the worst recession since the great depression. - March 01, 2009 - E.I. Enterprise LLC
Freedom Growth Announces New Retirement Plan Option for Small Business
Beyond traditional 401(k)s, small businesses now have more options to offer their employees with new self-directed retirement plans taking the control out of Wall Street’s hands and giving it to the individual. - February 27, 2009 - Freedom Growth
Pension Analytix Inc., Announces the Integration of Its Proprietary Plan Sponsor Database with Salesforce.com
Pension Analytix, Inc., a leading provider of marketing analytics for defined contribution and defined benefit plans, today announced their latest offering - the integration of their proprietary technology based analytics with Salesforce.com. This feature provides sales and marketing professionals... - February 26, 2009 - Pension Analytics Inc.
First Investors - Leaders to Gather at the 2009 Managers’ Conference
The 2009 First Investors Managers’ Conference will take place March 4 – 5, 2009 at the Sheraton Hotel Raritan Center in Edison, New Jersey. - February 25, 2009 - First Investors Media
First Investors Top Performer Greg Steinmetz Seeks to Repeat
Although the qualifying period doesn’t end until April 24, 2009, Greg Steinmetz is in the running to be First Investors’ top performer for 2008-09. Greg has had an exceptional career with First Investors Corporation. - February 21, 2009 - First Investors Media
Place Trade CEO Named Chairman Kids Voting WC Board of Directors
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that she was named Chairman of the Kids Voting Wake County Board of Directors for 2009 after serving as Vice Chairman of... - February 20, 2009 - Place Trade Financial, Inc.
Industry Leader EPVREPORTS.COM LLC Adds New Service to Current List of AVM and BPO Services
With real estate investment on the rise, EPVREPORTS.COM LLC demonstrates phenomenal growth in the investment sector of the real estate market. - February 14, 2009 - EPVREPORTS.COM LLC
Grispeth Holdings Launches Boutique Investment Advisory Suite for Emerging Markets
Services connect private equity investors to hyper-growth markets; provide access to financing for companies overseas. - February 14, 2009 - Grispeth
Place Trade Financial Celebrates Seven Years in the Triangle
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a global full service financial services and online trading firm, announced that the firm is celebrating seven years in the Triangle along with plans to increase the number of Financial... - February 13, 2009 - Place Trade Financial, Inc.
First Investors - Spirit of Valentines Day
In the spirit of Valentine’s Day, First Investors is reaching out to those without life insurance and those whose current coverage is insufficient. In communities nationwide, First Investors representatives are sitting down with clients and helping them insure their love through life insurance. - February 11, 2009 - First Investors Media
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
theProfessionalSpeculator.com Announces the Release of a Trading Program That Will Allow Speculators to Trade Like Professionals and Rebound for 2009
This program was created for traders who are looking rebuild their portfolios given the volatile markets of 2008. theProfessionalSpeculator.com was created by Jose Rubio by using his 20 years of experience in the Financial Services industry. Rubio is teaching other traders to think, plan and trade like a professional speculator. - February 09, 2009 - rubio wealth management
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
Swan Consulting, Inc. Warns: Asset Allocation and Diversification Miss the Mark
Modern Portfolio Theory or diversification has saddled investors with more risk than they were willing to accept. The Defined Risk Strategy outperformed the S&P 500 again. Every year since 1997, the annualized return for the Defined Risk Strategy have beaten the S&P 500. - February 02, 2009 - Swan Consulting, Inc.
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.
LJL Funding Announces Two-Year Annualized Yield of 10.06%
LJL Funding, the manager of the LJL Secured High Yield Income Fund, announces a two-year annualized return of 10.06% as of December 31, 2008. The Fund provides secure, high yield returns through the use of a high equity position trust deed mortgage fund. - January 16, 2009 - LJL Funding, LLC
Real Property Development & Income Balanced Offering
ONE Financial Corporation ("ONE Financial") is pleased to announce that an amended and restated preliminary prospectus (the "preliminary prospectus") has been filed with, and a receipt therefor issued by, the securities regulators in each of the provinces and territories across... - January 15, 2009 - ONE Financial Corp
Paragon Wealth Management Offers Free Portfolio Reviews
Wealth Management firm offers to help investors position their portfolios for 2009. - January 13, 2009 - Paragon Wealth Management
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
Virtual Galt President to Deliver Two Speeches in Maine
James R. Oaksun, president of Virtual Galt Corporation, a Saco, Maine-based financial consultancy, will be delivering two speeches on the economy this week. “This is a challenging time economically,” Oaksun said, “and people are looking to understand both where we are and where... - January 05, 2009 - Virtual Galt
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
Virtual Galt Corporation Announces Creation of LGBT Stock Index
Today, Virtual Galt Corporation announced the creation of the Virtual Galt Pride IndexSM, a passive stock index of companies with strongly supportive LGBT human resource policies. The index is comprised of stock of 97 companies. All the companies are also on the S&P 500 Index. The 97 companies... - December 21, 2008 - Virtual Galt
Compass Advisory Group (a Fifth Avenue Advisors Company) Advises Invest Holdings, Inc. On Sale of Two Business Units
Open Finance Network Acquires the operating subsidiaries of Invest Holdings, Inc.: American Securities Group and Epluribus, Inc. - December 19, 2008 - Fifth Avenue Advisors
LJL Funding Announces November 2008 Investor Distribution of 10.53%
LJL Funding, the manager of the LJL Secured High Yield Income Fund, announces a 10.53% annualized return as of November 30, 2008. The Fund provides secure, high yield returns through the use of a high equity position trust deed mortgage fund. - December 18, 2008 - LJL Funding, LLC
Cheyne Capital Wins Three Major Credit Awards
Cheyne Capital, a leading alternative asset manager, won three major awards for its credit fund business at the Creditflux industry awards in London. - December 17, 2008 - Cheyne capital
VIP Total Protection Package Proposal
Protect your assets properly and gain knowledge on all your insurance needs with this new package proposal. - December 12, 2008 - Peyton Insurance
Virtual Galt Announces Stock Research Findings: More Democrats in the Senate Mean Lower Stock Returns
James Oaksun, president of Virtual Galt Corporation, a Saco, Maine-based financial consultancy, has completed path-breaking research on stock returns under different political scenarios. The findings indicated that, for the United States Senate, every 10 additional Democrats resulted in a reduction in real (inflation adjusted) stock returns by about one percent per year. - December 07, 2008 - Virtual Galt
Buy Gold Anonymously: Capital Conservator Launches New Investment Option for Offshore Accounts
Anonymous purchase of physical gold now possible through Capital Conservator's offshore brokerage accounts. - December 04, 2008 - Capital Conservator