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Monday, December 13, 2010

You Must Remember This - The one sentence financial advisers wish their clients would remember

Read the Wall St Journal story below for 4 easy, one sentence, lessons everyone should learn:

http://online.wsj.com/article/SB10001424052748704243904575630643199762392.html?mod=ITP_thejournalreport_0


Posted by AWM BLOG at 6:17 AM No comments:
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Michael C. Angelucci, MBA, CFP is President of Angelucci Wealth Management, LLC and a Registered Investment Advisor in New York State. AWM is a financial planning firm that believes that understanding a clients total financial situation and risk profile is the most important aspect of developing an investment plan for that client. AWM also believes that the use of index funds is the most efficient manner of building an investment portfolio. Michael’s academic credentials include: BA in Economics from the University at Buffalo. MBA with a concentration in Corporate Finance from the University at Buffalo. Completion of the College for Financial Planning’s Certified Financial Planner Certification program which requires mastery in the following areas: Financial Planning and Insurance, Investment Planning, Tax Planning, Retirement Planning and Employee Benefits, Estate Planning. May 2007 passed comprehensive Certified Financial Planner exam and is now a CFP - Certified Financial Planner. Contact Mike at 716-807-7198
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