Can't pass the CFP-advice? Commented on: 6 years ago (February 14, 2010)

Bio- I am a trader, who might some day want to transition to more of a broker role. This is why I am taking the CFP now.Another poster is correct. They do not tell you by what percentage that you...

Principal-Protected Mutual Funds Commented on: 6 years ago (January 3, 2010)

Indy- I am not a rep, but a trader, but there have definately been CD's linked to S&P sold last month. They had 2 last month from Harris Bank linked to S&P. There is a firm called...

MSSB minimum starting pay? and by region Commented on: 6 years ago (January 1, 2010)

I believe that that 75% of w2 income is correct: It was what I was offered a year ago...

Another Newb Thread Commented on: 6 years ago (November 7, 2009)

I have to say that I am biased here: This poster sounds more intelligent and thoughtful than many people who comment here.
I would go for it. You are young, but worst case scenario you...

Buidl America Bonds Commented on: 7 years ago (August 10, 2009)

If you can get access to Municenter, they have a tab with just BAB's. Also, I just heard about a UIT from Van Kampen that is all BAB's. Lastly, I am not sure how your...

Clients and their pets Commented on: 7 years ago (July 16, 2009)

Pretty funny post about pets.
As someone with no children, my two dogs are my kids. While I agree with Indyone, maybe you should approach your logic with HER needs....

Anyone here having to consider bankruptcy? Commented on: 7 years ago (July 12, 2009)

How are you doing? Curious about an update.

Becoming an Independent Analyst Commented on: 7 years ago (July 12, 2009)

I want to address your original question, because you reminded me of someone that I know.
I met a engineer in a CFP class that I attended. He was in...

Any advice after this cold call I just completed Commented on: 7 years ago (May 16, 2009)

This is a very good thread.
If the client would not have hung up on you I would have said to apologize. Client " I apolgize for not listening to you.  I will call you back next week....

Prediction Thread Commented on: 7 years ago (May 16, 2009)

1) Mutual fund companies will have fallout. M & A between a few mid-size companies  will happen. Consumers will stop contributing to their retirement accounts  because  a) of...

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