Blog


R-Bonds, are they right for you?

The Treasury Department has been working on the Retirement or R-Bonds program since 2009. The program, which will roll out in January, is to encourage Americans who are not enrolled in a company-sponsored pension or retirement plan, to save for their retirement. According to a recent report in Finacial Advisor Magazine, Deputy assistant secretary for […]

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Can You Manage Your Money? Take the Quiz

Most Americans think their financial litteracy is good to great, but their actual knowledge is declining accrording to FINRA. Take this quiz and find out  if you are a financial wiz, or if you are in desperate need of a financial advisor. Read More at www.csmonitor.com

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The Guide to Selecting a Financial Planner

Finding the right Financial Planner for you is a difficult task.  With all of the clever marketing, confusing titles and acronyms, paired with the importance of securing your financial future, how can you be sure you are making the appropriate choice for you and your family? This article helps you navigate the waters, and find […]

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No Changes for Affluent Investors Through 2013

Phoenix Marketing International polls affluent investors every month about how they feel regarding numerous financial services brands, like mutual fund companies, discount and full service brokerages, banks that seel investment products, and insurance companies. The monthly study points to plateau continuing through December of low level planned investments. to Read More Visit www.prweb.com.

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My Financial Advisor Switched Firms! What Do I Do?

Firms are constantly stealing financial advisors from their competitors.  Every day you, the investors, are taking calls from your advisors informing you that he or she has taken a job at a new firm, and since you are a valued client, they reccomend you move your account to the new firm right away.  They assure […]

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Questions You Should Ask When Picking a Financial Advisor

A new study shows that the performance of ones investment is not the only factor in their happiness with that investment. The other main factor?  Their finacial advisor. Craig Martin, director of investment services at J.D. Power & Associates, said “The study finds that there are two elements beyond investment performance separating firms with high satisfaction […]

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B.I.G. News Oct. 18, 2013

Latest Investment news from Bespoke Investment Group.

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US Markets Weakened

Us Markets relative to the world have weakened significantly. In the first half of 2013, the United  States made gains as our stock market rallied while other countries struggled.  In recent months, with our elected leaders on vacation, our share has weakended drastically. To Read More Visit www.BespokeInvest.com

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Wealthy Consumers Are Preferred Target of Identity Theives

Experian credit bureau has released a report  showing identity theft criminals are looking for affluent suburban spenders.  According to Experian, the profile of an ideal victim would be someone living in and around a metropolitan area, enjoy leisure activities, have college degrees or advanced degrees, and are usually married. Senior Attorney with Consumers Union, Gail Hillebrand […]

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Don’t Overlook Obvious

Mark Hulbert of MarketWatch thinks some Financial Planners and investors look past some obvious answers when looking to pick a winning stock. When looking for a company that will be profitable in the future, look no further than companies that are most profitable today. To Read More Visit www.MarketWatch.com

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