Long-term government bonds are poised to post better returns than large company stocks for the third year in a row. The last time long-term govvies beat stocks four years running? The Depression Years, from 1929 to 1933.
t's hand-to-hand combat.” “We're in a battle for our lives.” “We've been taking incoming for two years nonstop.” These are just a handful of the military metaphors bandied about by financial professionals these days.
Former Salomon Smith Barney brokers Phil Spartis and Amy Elias have led an NYSE arbitration claim against their former rm and a number of the firm's ofcers and attorneys. They had already countersued Smith Barney after being named in a number of...
You can't keep investors from getting hammered in a bear market. But you can at least offer them some guidance about the long-term implications of different portfolio choices and economic scenarios by using predictive analytical tools, long a...
These days, Anthony Soslow often finds himself facing a problem most reps haven't faced since clients were clamoring for hot IPOs back in the heady years of the last millennium. When Soslow, president of Global Capital Management, a financial...
The Firm: The Lowry Group,Gainesville, Fla. Principal: Joe Lowry B/D Affiliation: Investacorp Year of Independence: 1994 Assets Under Management: $60 million I've been in the financial services business 28 years. I started in the life insurance...
The Firm: Hudock Moyer Financial Advisors,Williamsport, Pa. Principal: Barbara Hudock and Jason Moyer B/D Affiliation: Wachovia Year of Independence: 2001 Assets Under Management: $220 million After 26 years at Merrill Lynch, Barbara Hudock didn't...
The Firm: Smedley Financial Services Inc.,Salt Lake City Principal: Roger Smedley B/D Affiliation: Securities America Year of Independence: 1983 Assets Under Management: $128 million What's unusual about me is how I got to be a financial planner...
The Firm: Foundation Asset Management,Blue Bell, Pa. Principal: Jeffrey Heinel B/D Affiliation: The Investment Center Year of Independence: 1995 Assets Under Management: $100 million I went from food to finance in my career. After I graduated...
