Client concerns about your going indy Commented on: 8 years ago (August 28, 2008)

It really wasn't a problem once they realized that the funds were insured and I wasn't planning on keeping stock certs under my mattress.

petition to remove June from the Calendar Commented on: 8 years ago (June 27, 2008)

Can I get the PERS deal too.....

Why I'm leaving Commented on: 8 years ago (June 25, 2008)

If you believe you did the right thing, and the client agreed, do the switch letter and move on.  Opportunity costs may or may not play in your favor.  I doubt I would have dumped it all...

EDJ awards Commented on: 8 years ago (June 25, 2008)

I hear Amway, Mary K, and Avon give out nice plaques too... 

Closed End Funds Commented on: 8 years ago (June 24, 2008)

check out cefa, they have all the info you need.  Buy at a discount when possible, and watch for rts offerings on large dividend paying closed end funds as they rarely get back to nav.

EDJ Unveils Fee Based Platform Commented on: 8 years ago (June 24, 2008)

With the Jones buy and hold strategy, and the American funds history, what exactly is the advantage to the client?  Seems to me like you are just piling on a fee to something they have...

Credit issues! Commented on: 8 years ago (June 20, 2008)

I think if you are in that much of a cash bind, you shouldn't start in this industry.  You will need reserves to eat until you build your book.  As for short selling your house, doing...

Inbred Regulators Commented on: 8 years ago (June 20, 2008)

For all of us blue collar guys, nice post!  I agree with you completely!! People that live in a hypothetical world can't adjust to reality.  They just have no basis to fall back upon.

Leaving EDJ before Can-Sell Commented on: 8 years ago (June 19, 2008)

Don't feel bad.  You just picked the wrong horse.  Jones isn't that great of a firm, it is just some place to start.  Talk to your trainer, tell him/her where you are....

Some Advice? Commented on: 8 years ago (May 31, 2008)

Just start as an Indy.  It will save you time and effort when you get ready to leave Jones.  Think of it as cutting out an entire step.

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