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fixed income mark up/ mark down policy Commented on: 4 years ago (February 16, 2010)

This doesn't have anything to do with EDJ making money at the bond desk, but over the past few years I would regularly have the same muni bonds they had, with 1/2 point build into the bond...

Mailing... Commented on: 4 years ago (February 15, 2010)

If he is serious about this, he should call the guys at Bill Good.  They know how to do it right, and as much as he will spend on postage he just as well spend another $10,000 to get their...

Doing 600K Independent Verse 600K at Wirehouse Commented on: 4 years ago (February 8, 2010)

My asst is $14/hour, no benefits.  Find one with a spouse who gets family health insurance.  She doesn't care about the insurance, and it saves me $500-1000/month.  She has 10 years...

complementary investment for big Am Funds port Commented on: 4 years ago (February 4, 2010)

Thanks for all the responses.  To clarify, this is the foundation's money, not a board members.  They are 501(c), so tax efficiency doesn't matter.  And there is no chance I will be...

FA Dress Codes Commented on: 4 years ago (February 3, 2010)

B24 wrote:
I live in a really wealthy state.  The real wealth managers in my area wear really nice suits.  Everyone in their offices wear suits.  They have professionally done...

Indy wants to go wire...Help me! Commented on: 4 years ago (February 1, 2010)

I thought for the first couple of lines that NASD Newbie (or whatever his name was) was back on the board.
 
Alright, I've had my 10 minutes of mental health break.  Back to...

So long, farewell, etc. Commented on: 4 years ago (January 28, 2010)

Answers to a couple of questions:
 
I've been at a regional bank for about 4 years.  I view my time here as a good experience, it helped me make a geographical move without...

Embedded Capital Gains from Mutual Funds Commented on: 4 years ago (January 28, 2010)

This isn't exactly what you were asking, but helps illustrate the point.  A few years ago I was talking with my American Funds wholesaler (back when I was at EDJ and I actually saw him)....

American Funds vs others Commented on: 4 years ago (January 26, 2010)

SometimesNowhere wrote:Some of the greatest funds available rarely get any discussion here, and you will see A TON of portfolios, even larger ones (by EDJ standards) with only like 4-5 American...

Dumb clients Commented on: 4 years ago (January 21, 2010)

I have a friend who is a pediatrician.  When the 16 year old comes in with her baby, he isn't sure who exactly the patient is supposed to be.  But what really frustrates him is when he...

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