EH – Financial Planning: Annuities : What Is an Annuity?

An annuity is an insurance instrument that insures retirement. Learn about annuities with information from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.…

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Asset Allocation is not enough – 3 Minutes with Ben Graham

Ben Graham, CRPC speaks to the point of what happened in 2008 in the stock market and traces this back to the now famous “Brinson” Study. Ben offers a his perspective on the debate between those that still cling to the ways of strategic asset allocation vs. a more unconstrained, tactical and dynamic approach to…

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Personal Financial Planning Tips : How to Invest in a Money Market Account

Ways to invest in a money-market account include through a bank, a mutual-fund company or through a discount brokerage. Earn interest on saved money with a money-market account with advice from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing…

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Personal Financial Planning Tips : How to Select a Good Mutual Fund

Selecting a good mutual fund is tricky, but as long as the fund has at least a five-year track record, that is an ideal history time line. Choose a well-performing mutual fund with a long-term performance record with advice from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works…

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Personal Financial Planning Tips : How to Create a Financial Plan

When creating a financial plan, the first thing to consider is setting up a budget to better understand how much money can be saved. Learn why a budget is crucial for setting up a financial plan with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as…

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Study in Financial Management Section Two Wealth Accumulation

Study in Financial Management Section Two Wealth Accumulation Study in Financial Management Section Two Wealth Accumulation Arnie Fontenot This a powerpoint presentation the discusses the second section of the Financial Pyramid. This is about Wealth Accumulation. Publish at Scribd or explore others: How-to-Guides & Manu money free

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EH – Financial Planning: Annuities : Variable Annuity Drawbacks

The inherent problem of variable annuities is that funds will go up and down. Learn about the drawbacks of variable annuities with information from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial…

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President Obama’s Plan for Financial Regulatory Reform

The Obama administration wanted to implement changes to the way advisors are governed. While rules were supposed to be implemented the Trump administration has delayed and even changed some of the planned rules. Changes to the Obama Administration Fiduciary Rule   The Department of Labor (DOL) is working on making the Financial Industry accountable for…

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Financial Planning & Investment Tips : Cost of Capital

The cost of capital is directly linked to potential gain because it helps companies stay in business. Discover more about the cost of capital with tips from a registered financial consultant in this free video on financial planning. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales…

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Personal Financial Planning Tips : How to Get a Low-Interest Personal Loan

Getting a low-interest personal loan involves going to the bank and applying for one and is easier to get with stable income and a good credit score. Secure a low-interest personal loan to build credit or pay off other debts with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio:…

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