Monthly Archives: October 2009

Educational Workshop – October 15th

By Lon Jefferies | Published: October 6, 2009
Attend this free educational workshop to learn about the latest strategies to prepare for and succeed during retirement. Determine if you still have enough money to retire Find a trusted advisor – discover fee-only planning How investment policy statements protect you Common hidden costs that deplete your nest egg and what to do about them Opportunity knocks – is [...]
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Citi Personal Wealth Management Goes Fee-Only

By Lon Jefferies | Published: October 6, 2009
Paul Menchaca announced the following story earlier today: “Citi Personal Wealth Management is shifting its investment advisory model to a fee-only service and plans to work with RIAs in an effort to broaden its geographic coverage, the company announced today. The company plans to eliminate commission-based compensation by 2011, while also transitioning Citi Personal Wealth Management [...]
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US Employment Levels

By Lon Jefferies | Published: October 2, 2009
This chart provides some perspective on the US job market. The Labor Department reported that nonfarm payrolls decreased by 263,000 in September. Note how the number of jobs has steadily increased over the long-term. During the last economic recovery, however, job growth was unable to get back up to trend (first time since 1960). More [...]
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Free Financial Knowledge

By Lon Jefferies | Published: October 1, 2009
I wanted to pass along a great website someone pointed out to me: http://www.personalfinance.byu.edu. The site teaches free online courses on personal finance matters ranging from using credit wisely, to building an investment portfolio, to understanding Social Security. Of course, the level of detail provided is no substitute for a visit with an independent fee-only [...]
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