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As Oil Takes a Hit, Will PowerShares’ DB Commodity Fund (DBC) Continue Its Climb?
“Oil’s incredible run was checked this week,” said Don Dion, publisher of Fidelity Independent Adviser’s PowerShares Momentum Tracker, “but a diversified commodities fund, like DBC, helps protect investors if one particular commodity falls.”... - July 20, 2008 - Dion Money Management, LLC
Silver (SLV) and Gold (IAU): ETF Momentum Tracker Uses Precious Metals to Keep Subscribers Afloat in Choppy Markets
While volatile markets have major indices floundering, the Fidelity Independent Adviser ETF Momentum Tracker’s Portfolio holders have outperformed the market again. In the July 16 issue of ETF Momentum Tracker, Don Dion, publisher of Fidelity Independent Adviser, announced that the... - July 19, 2008 - Dion Money Management, LLC
Paragon Wealth Management Listed as “One of the Top Advisory Firms in the Country”
Paragon Wealth Management, located in Provo, Utah, was listed on Wealth Manager Magazine's "Top Advisory Firms in the Country." - July 18, 2008 - Paragon Wealth Management
Investments Suffering from Difficult Markets? One Manager Offers a Free Check-up.
Dion Money Management Offers Free Portfolio Review for Investors Hurt by Volatile Markets. - July 18, 2008 - Dion Money Management, LLC
Fidelity Independent Adviser Singled Out for Risk-Adjusted Performance
Fidelity Retirement Income Portfolio recognized by newsletter expert. - July 17, 2008 - Dion Money Management, LLC
Place Trade Financial Welcomes Krista Giles to Downtown Branch
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a full service financial services and online trading firm, announced that Krista Giles has joined the firm in the new downtown Raleigh branch office. In this position, Ms. Giles will work... - July 16, 2008 - Place Trade Financial, Inc.
PowerShares Momentum Tracker Outperforms Major Indices
In the period since its inception, PowerShares Momentum Tracker has outperformed the S&P 500, Nasdaq, and Dow net of fees. - July 16, 2008 - Dion Money Management, LLC
Highly Profitable Eco-Forestry Out-Performs More Traditional Investments, Returning 30% Last Year
Oxigen Investments offer eco-friendly investments in Teak and Agarwood which are proving to be lucrative investment vehicles for the individual investors they service. Established 5 years ago, Oxigen has an impressive client retention rate, with 24% of clients re-investing. And that client base is... - July 14, 2008 - Oxigen Investments
Place Trade Financial Furthers Expansion with Downtown Raleigh Branch Office
Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a full service financial services firm with online trading, announced that the firm opened a new branch office in the heart of downtown Raleigh, NC. Located at 411 Fayetteville Street... - July 14, 2008 - Place Trade Financial, Inc.
PowerShares Momentum Tracker Looks at the New "Frontier" for Emerging Markets
Fidelity Independent Adviser’s PowerShares Momentum Tracker looks at PMNA in this week’s issue. PowerShares MENA Frontier Countries Portfolio experienced a jump in volume, as well as price, in its second day of trading yesterday. With almost 200,000 shares on the tape Thursday, PMNA... - July 13, 2008 - Dion Money Management, LLC
Capturing Commodities: ETF Momentum Tracker Sees One Fund Looking Abroad
In its latest issue, Fidelity Independent Adviser’s ETF Momentum Tracker credits GSG’s success to emerging markets exposure. - July 12, 2008 - Dion Money Management, LLC
Girard Partners' Growth Leads to Office Move
Girard Partners Ltd., an integrated wealth management solutions firm, has announced today the location of its new offices. The firm has moved to larger premises at 555 Croton Road, Suite 210 in King of Prussia, Pennsylvania. They were previously located at 455 South Gulph Road, King of Prussia,... - July 11, 2008 - Girard Partners Ltd.
7 More ETFs Close: Will Investors be Hurt?
Fidelity Indepedent Adviser speaks to former ETF Specialist and exchange member about the latest fund closings. - July 11, 2008 - Dion Money Management, LLC
Small Company... Big Impact
VisionQuest Wealth Management makes a significant impact on people's lives, particularly children, through the firm's charitable participation. - July 10, 2008 - VisionQuest Wealth Management
PowerShares Dynamic Utilities (PUI) Rises in PowerShares Momentum Tracker's Ratings
Fideltiy Independent Adviser's PowerShares Momentum Tracker has seen PowerShares Dynamic Utilities jump up its Sector Momentum Table in recent months. - July 10, 2008 - Dion Money Management, LLC
Patrick Boyce Continues Support for Campus Crusade For Christ
Highland Capital CFO Patrick Boyce continued his support this year for Campus Crusade For Christ by contributing to its high school ministry Student Venture. - July 09, 2008 - Highland Capital Management, L.P.
Fidelity Independent Adviser’s PowerShares Momentum Tracker Sizes Up DGL
PowerShares DB Gold: a sophisticated strategy for small investors: http://store.fidelityindependentadviser.com/pws1yr.html - July 09, 2008 - Dion Money Management, LLC
BBY Limited Wins International Business Awards
BBY Limited has won an International Stevie Business Award for Best New Financial Product with the Value and Momentum Monitor that has been achieving absolute returns of 24%. BBY was also a finalist in the Best Overall Corporation in Asia. - July 06, 2008 - BBY Limited
IGM Jumps in Fidelity Independent Adviser's ETF Momentum Tracker Ratings
iShares S&P North American Technology (IGM) ETF jumps 19 spots in 3 months on Fidelity Independent Adviser’s Sector Momentum Tracker. - July 05, 2008 - Dion Money Management, LLC
In Its First 6 Weeks, Fidelity Independent Adviser’s Dynamic Global ETF Portfolio Service Outperforms the S&P by 10% Net of Fees
With markets off to a rough start for July, investors are looking for ways to gain an edge. Since inception on May 1, 2008, Fidelity Independent Adviser’s Dynamic Global ETF Portfolio has gained 2.19 percent net of fees. By comparison, the S&P 500 decreased 9.18 percent and the MSCI EAFE... - July 03, 2008 - Dion Money Management, LLC
Sticking with Gold Pays Off for Fidelity Independent Adviser's Sector Momentum Tracker
Don Dion’s Sector Momentum Tracker decided to maintain its position in Gold last week, and the mutual fund garnered an 8.84% return for investors in the Sector Momentum Portfolio. “It was both the best-performing fund in the Portfolio and the best-performing fund in our... - July 02, 2008 - Dion Money Management, LLC
In Good Company
Southwest Philadelphia Review writer, Lorraine Gennaro, wrote an article about nine high school students at the Academy of Palumbo in Philadelphia, PA, who are starting a business, Kiddie Katering. The students particated in a youth entrepreneurship program, The ELITE Group, managed by a non-profit organization, Empowerment Group, which teaches entrepreneurship skills to adults and youth in economically distressed communities. Kiddie Katering recently placed third in a business competition. - July 02, 2008 - Empowerment Group
PowerShares Momentum Tracker Portfolio Leads the S&P 500 Index, as the Federal Reserve Holds Rates Steady
Year to date, the PowerShares Momentum Tracker Portfolio leads the S&P 500 Index, with a negative 4.59 percent return after fees to a negative 9.97 percent return for the benchmark. The PowerShares Momentum Tracker Portfolio decreased 2.10 percent over the past week, while the S&P 500 lost... - June 29, 2008 - Dion Money Management, LLC
Kalahari's Maher Retires and Names Castro Managing Director, Americas
Kalahari announces that New York based Edward Maher has retired from the company. Ralph Castro has been named Managing Director, Americas following Maher's retirement. - June 27, 2008 - Kalahari Limited
ETF Momentum Tracker’s Choice Pays Off: iShares MSCI Brazil Index Remains Top International Portfolio Holding
ETF Momentum Tracker’s choice pays off: iShares MSCI Brazil Index remains top International Portfolio holding. - June 27, 2008 - Dion Money Management, LLC
VisionQuest Finds Feedback from 2007 Client Survey
A year-end survey provides a boost of confidence and constructive criticism for a Raleigh-based wealth management firm. - June 26, 2008 - VisionQuest Wealth Management
ETF Momentum Tracker’s International Portfolio Provides Investors Better Returns Than the MSCI EAFE Index
In its latest issue, ETF Momentum Tracker announces the year to date returns for its International Portfolio. For the second week of June, the portfolio had returns of 1.96 percent, while the MSCI EAFE Index returned only 0.08%. Year to date, the same portfolio is down 3.46 percent net of fees,... - June 26, 2008 - Dion Money Management, LLC
With Gas Prices Soaring, DBE Tops the Charts at PowerShares Momentum Tracker
PowerShares DB Energy Fund (DBE): Energy offers tremendous returns, but proceed with caution. - June 22, 2008 - Dion Money Management, LLC
PJB Slips from 45 to 51 on the PowerShares Momentum Tracker Table, as Banks Take a Beating
Don Dion's PowerShares Momentum Tracker looks at how the banking crisis is effecting one ETF. - June 21, 2008 - Dion Money Management, LLC
Horticultural Asset Management, Inc. Releases Podcast Urging Property Owners to Prepare for 2008 Storm Season
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontrees.com), has announced the formal release of the firm’s audio podcast on the topic of preparing large trees and shrubs for the annual storm season. In the podcast, Cowles discusses how residential... - June 21, 2008 - Horticultural Asset Management
With Oil Prices at All Time Highs, IEZ Spends 6th Week at #3 on ETF Momentum Tracker’s Sector Momentum Table
iShares Dow Jones U.S. Oil Equipment & Services (IEZ) has enjoyed a good run at Fidelity Independent Adviser’s ETF Momentum Tracker. On April 1, 2008, IEZ entered the sector momentum table’s top ten, reaching the third spot by May 13th. - June 20, 2008 - Dion Money Management, LLC
PBD: PowerShares Global Clean Energy is Worth a Second Look
PBD climbs the rankings of Don Dion's PowerShares Momentum Tracker. - June 19, 2008 - Dion Money Management, LLC
Macroaxis Launches Portfolio Builder and Equity Market Screener
Macroaxis Corporation, a software company specializing in on-demand solutions for the wealth management sector, announced today the availability of next release of its Wealth Management Collaboration Platform. - June 18, 2008 - Macroaxis Corporation
Mahoney & Associates Hires Jason Palmadesso
Mahoney & Associates grows the sales & marketing team with the addition of Jason Palmadesso. June 6, 2008 – Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of Jason Palmadesso. Jason Palmadesso joins M&A as... - June 18, 2008 - Mahoney & Associates
Mahoney & Associates Welcomes Ira Sabin as Financial Services Professional
Mahoney & Associates grows the sales & marketing team with the addition of Ira Sabin. Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of Ira Sabin as Financial Services Professional. Mr. Sabin brings with him over 30 years of... - June 18, 2008 - Mahoney & Associates
IXN: a Bet on Big Tech with a Global Flavor
IXN clinches 4th week in ETF Momentum Tracker's Top 20. - June 16, 2008 - Dion Money Management, LLC
After 4 years, Fidelity Independent Adviser’s Sector Momentum Tracker newsletter has outperformed the S&P 500 by more than 27% net of fees. www.fidelityadviser.com
After 4 years, Fidelity Independent Adviser’s Sector Momentum Tracker newsletter has outperformed the S&P 500 by more than 27% net of fees. www.fidelityadviser.com/readMe_SMT.asp - June 15, 2008 - Dion Money Management, LLC
Gambling with Your Future: Linda Duessel Takes on the Question of Money Management During Don Dion’s Video Conference
In a video conference aired online yesterday, Linda Duessel, head of equity market strategy at Federated investors, weighed in on the benefits of professional money management in today’s marketplace. Duessel noted that “In a bear market, it reminds us more than any other time…... - June 14, 2008 - Dion Money Management, LLC
Mahoney & Associates Grows the Sales & Marketing Team with the Addition of Mark Schumacher
Mark Schumacher joins the firm as a Benefits Consultant and will play an essential role in new business development. Prior to joining M&A, Mr. Schumacher was Executive Director for the Broward Health Foundation where he managed fundraising, designed new programs to reach donors, and developed a capital campaign for a children’s hospital. - June 14, 2008 - Mahoney & Associates
Horticultural Asset Management, Inc. Announces Two New Hires
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontrees.com), has announced that Bill George and Sherri Koester have joined the firm. George has been named director of field services, and Koester has been named director of plant data and content. As... - June 12, 2008 - Horticultural Asset Management
Don Dion, President of Dion Money Management, and Publisher of Fidelity Independent Adviser, to Offer an Exclusive Video Conference Wednesday, June 11
Don Dion, President of Dion Money Management, and publisher of Fidelity Independent Adviser, to offer an exclusive video conference Wednesday, June 11, on outlook for the Second Half of 2008. - June 11, 2008 - Dion Money Management, LLC
Exchange Hosting from Genesis Communications
Genesis Communications are delighted to announce the launch of a new Microsoft Exchange Hosting service. Microsoft Exchange Server 2007 will make remote business communication more efficient than ever and Genesis will be one of the largest UK distributors of this revolutionary product. The modern... - June 09, 2008 - Genesis Communications Ltd
Mark Hulbert Names Don Dion’s Fidelity Independent Adviser Among the Top Ten Newsletters with Best Risk-Adjusted Market Timing
Over the past 10 years, Fidelity Independent Adviser model portfolios rank high among newsletters tracked by Hulbert Financial Digest. - June 08, 2008 - Dion Money Management, LLC
Mahoney & Associates Welcomes David Hooban as Qualified Plans Specialist
Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of David Hooban as Qualified Plans Specialist. - June 08, 2008 - Mahoney & Associates
Mahoney & Associates Welcomes Robert Hart as Director, Executive Benefits
Mahoney & Associates, a privately-held compensation and benefits management firm, announces the appointment of Bob Hart as Director, Executive Benefits. Mr. Hart possesses over 30 years of experience in the financial services industry and comes to Mahoney & Associates from NYLEX Benefits,... - June 08, 2008 - Mahoney & Associates
Anglo Irish Bank Offers More Ways to Make More Money on Your Savings
Anglo Irish Bank (June 4th 2008) announced that it was offering two new savings accounts to the personal savings market, with immediate effect. - June 07, 2008 - Anglo Irish Bank
PHO Ranks in Powershares Momentum Tracker’s Top 20 Sector Momentum Funds for Fourth Consecutive Week
On Thursday June 5, 2008 Donald R. Dion, Jr., publisher of the family of Fidelity Independent Adviser Newsletters, www.fidelityadviser.com, and portfolio manager of Dion Money Management, www.dionmm.com, announced that PHO was now ranked 13th, up from 16th last week, on the PowerShares Momentum... - June 07, 2008 - Dion Money Management, LLC
Dynamic Global ETF Money Management Program Offered to Select ETF Investors by Fidelity Independent Adviser Publisher
On Wednesday June 4, 2008 Donald R. Dion, Jr., publisher of the family of Fidelity Independent Adviser Newsletters, www.fidelityadviser.com, and portfolio manager of Dion Money Management, www.dionmm.com, announced that Dion was starting a new money management program to help ETF investors. This... - June 06, 2008 - Dion Money Management, LLC
Horticultural Asset Management, Inc. Expands Use of Plant Inspections Ahead of Summer Storm Season
Doug Malawsky, senior vice president and COO of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontrees.com), has announced that the firm has expanded distribution of its Priority Tree Inspections in advance of the upcoming summer storm season, which is forecast to be active this year. - June 05, 2008 - Horticultural Asset Management
Paragon Wealth Management Recognized at Utah's 2008 Best of State Awards
Paragon Wealth Management received Utah's 2008 Best of State Award in Financial Services on May 31, 2008. - June 03, 2008 - Paragon Wealth Management