Recent Headlines
Within Asset Management
New Maine Gay-Owned Financial Services Business: Client Sets the Price, and Pays in Gold
Virtual Galt, a new Saco, Maine-based financial services consultancy, has an idea it considers revolutionary. Rather than setting prices, it accepts as full payment whatever its clients wish to pay for its services. As an additional innovation, the company states it prefers payment in gold or gold... - October 30, 2008 - Virtual Galt
Equity Capital Funding Seeks Private Investor Capital for Commercial Real Estate Investment
ECF structures low-risk investments for high net worth clients which (1) Protect Invested Capital and (2) Generate Great upside Yield in selected, economically vibrant Metropolitan Statistical Areas (MSA). The $100 million cash injection will allow the firm to aggressively expand its acquisition efforts. - October 29, 2008 - Equity Capital Funding LP
Place Trade Financial CEO Quoted in The News & Observer Regarding Wachovia Bank Concerns
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 included in The News & Observer article entitled “Bank investors twisting on news” regarding... - October 21, 2008 - Place Trade Financial, Inc.
ABC 11 Eyewitness News Taps Place Trade Financial CEO to Address Stock Market Concerns
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service discount brokerage firm based in Raleigh, NC, announced that she was interviewed by Tim Nelson of ABC 11 Eyewitness News regarding the Triangle’s concerns with... - October 20, 2008 - Place Trade Financial, Inc.
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
Online Trading Education Once-a-Month Trading to Teach Online Stock Speculation
Class will address stock analysis, technical stock analysis and money management systems. - October 12, 2008 - Once A Month Trading
Real Estate Investment Section to be Added to 1-800-COMPANY.com; Free Asset Protection Workshop October 18th-19th in Southern California
1-800-COMPANY.com announces the addition of a real estate investment section to be added to their asset protection workshop October 18th-19th at their Santa Clarita headquarters. “We already help people with their asset protection and lawsuit protection strategies at our workshop,” states Kevin Wessell, CEO of 1-800-COMPANY.com. “Now we are adding additional programs including real estate investing strategies.” - October 11, 2008 - 1-800-COMPANY.com
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
Kevin Wessell, Asset Protection Expert and CEO of Offshore Company, Announces Their Offshore Trust Program Helping People Become Lawsuit Proof
Kevin Wessell, a renowned and highly respected expert in the field of asset protection and estate planning, and who heads Los Angeles based Offshore Company and 1-800-COMPANY, announces their Cook Islands Trust program as the best asset protection available for people providing protection from lawsuits. - October 08, 2008 - 1-800-COMPANY.com
Kevin Wessell, Renowned Asset Protection Expert, Explains How Offshore Company is Protecting Their Clients Money with European Banking Strategies
Kevin Wessell, CEO of Offshore Company and 1-800-COMPANY has over 17 years experience helping clients protect and grow their assets. Mr. Wessell explains why the current economic crisis, including the collapse or bailout of many leading U.S. banks is causing its clients to move part of their assets into European banks and how Offshore Company is protecting their customers assets by offering them European banking strategies with a focus on Swiss Banking. - October 08, 2008 - 1-800-COMPANY.com
Kevin Wessell, CEO of 1-800-COMPANY.com Announces Their New Private Placement Program Helping Companies Raise Up to $5 Million in Funding
Kevin Wessell, CEO of 1-800-COMPANY.com explains how their new private placement program can help companies raise up to $5 million or more in funding for their business. 1-800-COMPANY.com new private placement program helps companies raise money by issuing securities such as corporate stock or an interest in a limited partnership. - October 08, 2008 - 1-800-COMPANY.com
Agathe Capital Partners LLP
Agathe Capital Partners LLP has been set up to provide structuring, advisory and portfolio management capabilities across a range of asset classes. - October 08, 2008 - Agathe Capital Partners LLP
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
1-800-COMPANY.com Announces a Personal Real Estate Investment Training Program with Real Estate Investment Guru and TV Icon, Neil Auricchio
For those that wish to learn how to invest in real estate and take advantage of current bargain properties available during this recession, Companies Incorporated, the parent company of 1-800-COMPANY.com announces their Neil Auricchio 2 Day Real Estate Personal Training Program. - October 02, 2008 - 1-800-COMPANY.com
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
Offshore Company, a Division of 1-800-COMPANY Now Fulfills the Entrepreneurial Dream Helping People to Actually Start Their Own Bank
Owning a bank? What entrepreneur hasn't spent countless days and nights dreaming about owning their own bank. Offshore Company is now turning this dream into a reality for many of its clients, thanks to a little help from New Zealand. - September 30, 2008 - 1-800-COMPANY.com
1-800-COMPANY.com Explains How to Build Business Credit Without the Personal Risk
Kevin Wessell, nationally known asset protection and business planning author and CEO of 1-800-COMPANY.com, explains how people can form their own corporation and obtain and build business credit without affecting their personal credit. - September 30, 2008 - 1-800-COMPANY.com
Pak Stock Exchange (pakstockexchange.com) Launches a Greatly Improved Online Virtual Trading Platform
Targeting the internet-generation, an online virtual stock trading platform was setup in 2006 by Wasi Mohsin, a technology enthusiast and a veteran investor of Karachi, Pakistan. The site http://www.pakstockexchange.com has been greatly improved since then and is now a beautifully designed,... - September 29, 2008 - pakstockexchange.com
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
New Community Message Board for Those That Wish to Start a Business, Build Business Credit or Protect Their Assets
For those interested in starting a business, building business credit, real estate investing or asset protection, 1-800-COMPANY.com has started a free online community message board for people to ask questions and network. - September 21, 2008 - 1-800-COMPANY.com
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
1-800-COMPANY.com Announces Free Business Credit Building and Asset Protection Workshop in Southern California
Companies Incorporated and 1-800-COMPANY.com announced today they are temporarily offering their $1,295 two day business credit building and asset protection workshop October 18th – 19th for free. This workshop teaches the public how to build corporate credit to start or expand their business or invest in real estate. It also teaches people how to protect their life savings from being taken away by future lawsuits that may be brought against them. - September 20, 2008 - 1-800-COMPANY.com
Ideas4investing Launches New Web Site
Ideas4investing portfolio is now available online. - September 18, 2008 - Ideas4investing
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
Colliers International to Lease First State of the Art Medical Office Building in Downtown Walnut Creek
Union Property Capital – Walnut Creek Medical Plaza Renovation Nears Completion, Colliers International Walnut Creek Brokerage to Lease - September 11, 2008 - Colliers International
Wealth Management Company Launched a New Website
Paragon Wealth Management launched a new website to keep their clients and other interested parties up-to-date on their performance. - September 10, 2008 - Paragon Wealth Management
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
Summit Financial Advisors, LLC Selected as One of The Most Dependable™ Wealth Managers of Northern California
Successful families demand coordinated financial strategies where investments, insurance, real estate and business assets are working in concert. The mission of Summit Financial Advisors is to be the single resource for comprehensive wealth management for individuals and business owners with retirement planning as the centerpiece. - September 10, 2008 - Summit Financial Advisors
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
Addaptron Software August 2008 Release
Addaptron Software released a new 2008.08 version of Investment Analyzers. - August 14, 2008 - Addaptron Software
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
VisionQuest Announces the Opening of VisionQuest Capital
VisionQuest Wealth Management announces the opening of VisionQuest Capital. The Raleigh-based firm’s creative financing division offers experience, knowledge and expertise in creative financing options, lending solutions and private placement of debt and equity. The firm is well positioned to... - August 13, 2008 - VisionQuest Wealth Management
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