We offer our clients outstanding service and a wide range of local and global products. By combining our three primary businesses lines securities, insurance and retirement planning services, we work with our clients to optimize their investment strategy, enhance profitability, and mitigate risk.
News
New Regulations on Disclosure of 401(k) Fees
Labor Department, SEC coordinate on participant 401(k) fee disclosures Agreement eases service providers’ worries on complying with two sepa...[read more]
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Annuities Move Into 401(k) Plans
A 401(k) With An Annuity Built In By Anne Tergesen iStockphoto SmartMoney.com: Since the stock market meltdown of 2008, older employees have been cl...[read more]
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Fed Said to Plan Guidelines for Bank Dividends, Stock Buybacks
By Caroline Salas and Michael J. Moore Nov. 5 (Bloomberg) — The Federal Reserve is preparing guidelines for supervisors to use in asse...[read more]
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Treasuries Drop, Stocks Fluctuate as Jobs Growth Tops Estimates
By Michael P. ReganNov. 5 (Bloomberg) — Treasuries declined, while U.S. stocks fluctuated at the end of a fifth straight weekly rally,...[read more]
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U.S. Adds 151,000 Jobs, Unemployment Holds at 9.6%
By Shobhana ChandraNov. 5 (Bloomberg) — Employment rose more than forecast in October, a sign businesses may be starting to look pas...[read more]
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Goldilocks for Debt Means Biggest Gains Since 2002
By Cordell Eddings and John Detrixhe Nov. 1 (Bloomberg) — From Treasuries to bunds, and corporate bonds to mortgage securities, the...[read more]
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Goldman Sachs Losing Edge in Fixed-Income Trading as Risk Falls
By Michael J. Moore and Christine Harper Nov. 1 (Bloomberg) — Goldman Sachs Group Inc. is losing its edge in fixed-income trading, ...[read more]
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Bank Bailout Returns 8.2% Beating Treasury Yields
By Yalman Onaran and Alexis Leondis Oct. 20 (Bloomberg) — The U.S. government's bailout of financial firms through the Troubled A...[read more]
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Morgan Stanley Posts Surprise Per-Share Loss on Trading, Revel
By Michael J. Moore Oct. 20 (Bloomberg) — Morgan Stanley, owner of the world's largest brokerage, reported an unexpected third-quarter los...[read more]
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U.S. Price Reductions Have Increased More than 20 Percent Since June 2010 SAN FRANCISCO, October 20, 2010 " Trulia.com (www.trulia.com), a top sit...[read more]