Important! STOP and Read

TITLES: Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money; Stop the Investing Rip-off: How to Avoid Being a Victim and Make More Money; and The Four Pillars of Retirement Plans: The Fiduci[...]


An Important Book for Your Clients

Written in a straightforward and accessible style, The Risk-Wise Investor: How to Better Understand and Manage Risk (Wiley 2009), is specifically designed to help investors build a strong, knowledge-based understanding[...]


Book Review: Wealth Management in Any Market

This new book has the financial industry buzzing. The book ranks, at times, ahead of Suze Orman’s latest book! It's written by Bishara A. Bahbah, PhD, a Certified Wealth Strategist® (CWS), a Certified Investment Manag[...]


The “How To” Book for Financial Marketing

Marketing financial products and services has always presented marketers with special challenges. In recent years, however, a number of events have made the job increasingly harder. The growth and diversification of the [...]



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