Jim Lorenzen, CFP®, AIF® They can be expensive, too! What are scattered assets? Many people have multiple investment accounts, often with multiple brokerages and or mutual fund companies. There are… more →
Jim Lorenzen's Blogwrote 8 months ago: Jim Lorenzen, CFP®, AIF® They can be expensive, too! What are scattered assets? Many people have mu … more →
wrote 1 year ago: Jim Lorenzen, CFP®, AIF® What? Never beat the market and STILL end-up outperforming it? Could that … more →
wrote 1 year ago: That’s a question a few professionals have asked, including Fidelity’s star former manager, Peter Ly … more →
wrote 1 year ago: BasuNivesh now available in it’s own domain www.basunivesh.com from 22nd June 2012. When you t … more →
wrote 1 year ago: Jim Lorenzen, CFP®, AIF® According to an article I saw in Investment News recently, investors were l … more →
wrote 1 year ago: Jim Lorenzen, CFP®, AIF® Most investors are unaware of many of the costs they pay to own investments … more →
wrote 4 years ago: Vital Information for Doctors to Consider By Dr. David Edward Marcinko; FACFAS, MBA, CMP™ By Profess … more →