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Outline - IYM Week 8 - Money and Mind - Carl Lachman & Peter Kote - Fall 2020
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“Money and Mind” Presentation by Carl Lachman & Peter Kote for the fall 2020 workshop series
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Eclectic Associates: Who We Are
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Eclectic Associates Brochure
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ASK FIRST Form – Carl Lachman
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2020: ASK First Form filled out by Carl Lachman
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Outline - IYM Week 7 - Fixed Income Investing - Julie Bray & Peter Kote - Fall 2020
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“Fixed Income Investing” Presentation by Julie Bray & Peter Kote for the fall 2020 workshop series
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ASK FIRST Form – Julie Bray
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2020: ASK First Form filled out by Julie Bray
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Cost of purchasing bonds
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What does the dealer earn in the sale of municipal bonds? Why is the transaction cost never listed when prices for bonds are quoted? Are individual dealers able to set their own prices for the bonds they offer? How much of a cut do they usually take?
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Another red flag as veteran bond fund manager raises white flag
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Market volatility and minuscule margin for error force Cowley from long-only investments; thrill is gone
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Help Clients Select Proper Fiduciaries
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Having an estate plan in place is all well and good, notwithstanding one particular caveat: choosing the wrong fiduciary can be a recipe for disaster.
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Corporate Fiduciaries Are Shying Away From Special Needs Trusts
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What’s behind this trend? Here are four reasons corporate fiduciaries are shying away from administering special needs trusts.
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Border Wars - Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
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It is natural for individuals to want to help their friends and family members in times of need, and doing so can be a healthy way to nurture those important relationships. However, establishing realistic boundaries is also important in healthy relationships.
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