Wealth Accumulation
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The New World of Investing: From practical to tactical
Alan E. Peters, MSFS, MSM, CLU®, ChFC®
As president of Alan E. Peters & Associates, Inc. and Peters Financial Planning Corporation, in Wilmington, Del., Alan has over 43 years experience in the industry. He is a Registered Representative and Registered Principal with LPL Financial. Alan was designated a “FIVE STAR Wealth Manager” in 2010 by Delaware Today magazine.
The benefit of active management in today’s market Read More >
Ask Al - Qualified Charitable Distributions
Al Fry, MSFS, MSM, CLU®, ChFC®, RHU®, REBC®
Al Fry, MSFS, MSM, CLU®, ChFC®, RHU®, REBC® A national planning specialist for Lincoln Financial Group for more than 30 years, Al currently has his own consulting practice. alfry@e-csi.com
What’s the big deal? In the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 recently enacted, Qualified Charitable Distributions (QCDs), which expired December 31, 2009, were extended for 2010 and 2011. T Read More >
Non-traded REITs Can Diversify Investment Portfolios While Reducing Volatility
Kevin Hogan
Kevin is the executive director of the Investment Program Association, where he helps set strategic direction for the organization, manages operations and oversees the IPA’s membership driven committee structure.
Insulated from the stock market, non-traded REITs focus on building long-term value Read More >