Thursday Oct 29, 2009
Jennifer Openshaw has four tips to help your parents avoid getting caught in a scam.
Wednesday Oct 28, 2009
Is the perceived gender gap no more than a generation gap in pantsuits?
Wednesday Oct 28, 2009
Marshall Loeb has tips to protect yourself from being a victim of elder abuse when it comes to your financial arrangements.
Sunday Oct 25, 2009
Jonelle Marte takes a look at three types of investors to better understand the way people invest and save.
Thursday Oct 22, 2009
If you're considering the 2010 Roth IRA conversion, here's what you need to know.
Tuesday Oct 13, 2009
Character traits of the new paradigm financial adviser.
Tuesday Oct 6, 2009
One Smart Guy: Wealth Building Tips For Entrepreneurs & Individuals
Wednesday Sep 30, 2009
Should you try to beat the market? Historically, this has been difficult. Yet recent performance of passive investing isn't encouraging either. Deciding focuses on how much risk you are willing to take to try to get potentially higher returns.
Sunday Sep 27, 2009
Even if you don't have many assets, you should consider creating a will to make sure your personal, financial and medical wishes are met if something happens to you.
Friday Sep 25, 2009
Estate is such a nice word. We all have one, in fact we all have three. They are Gross, Taxable and Probate and a goal is to make the first large and the others small!
| Type | Today | Week Ago |
|---|---|---|
| 15 Year Fixed | 4.62%  |
4.67% |
| 30 Year Fixed | 5.15% | 5.15% |
| 1 Year ARM | 3.48% |
3.51% |
| 5/1 Year ARM | 3.62% |
3.68% |
| Type | Today | Week Ago |
|---|---|---|
| Line of Credit | 4.89%  |
4.88% |
| 10 Year Loan | 7.47% | 7.47% |
| 15 Year Loan | 7.61% |
7.60% |
| Type | Today | Week Ago |
|---|---|---|
| Interest Checking | 0.28% | 0.28% |
| Money Market/Savings | 0.38% | 0.38% |
| 12 Month CD | 1.13%  |
1.15% |
| 60 Month IRA CD | 2.40% |
2.41% |
| Type | Today | Week Ago |
|---|---|---|
| Cash Back Cards | 12.66% |
12.68% |
| No Annual Fee Cards | 12.08% |
11.97% |
| Reward Cards | 12.75% |
12.61% |
| Small Business Cards | 11.01% |
10.94% |
| Student Cards | 13.77% |
13.49% |
| Platinum Cards | 12.26% |
12.11% |
Excellent piece Robert. FPs that see the need to move from a "salesperson" to a "Value add" paradigm will not only see serve their clients much better, but will also grow their practices. I think the recent economic turbulence is accelerating these shifts.