Monthly Archives: June 2017

Jun 2017 12 Categories: Asset Management

Understanding the Financial Services Industry

Understanding the Financial Services Industry If there is one industry that can be a very confusing, it is the financial services industry. Over the years, I have had the misfortune of witnessing firsthand the consequences of poor financial decisions made by the public based on recommendations by those active in […]

Posted by Jim Kemp

Jun 2017 12 Categories: Tax Management

The 401k IRA Rollover

The 401k IRA Rollover Have you ever seen a television commercial, billboard, or newspaper advisement that portrayed a person or company as your 401 headquarters or rollover specialist? The financial services industry has spent a considerable amount of time and energy to create marketing campaigns. These slick advertisements are designed […]

Posted by Jim Kemp

Monthly Archives: June 2017

Understanding the Financial Services Industry

The 401k IRA Rollover

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