How to Select an Investment Advisor
The CFA Institute is a global organization dedicated to developing and promoting the highest educational, ethical and professional standards in the investment industry. Among other services, they provide additional information for finding an appropriate investment advisor by publishing a list of questions for you. These questions help you understand your goals and preferences as well as what you should ask a financial advisor and what an advisor should be asking you.
What's New with Holt-Smith Advisors
12/07/2011 Blog: 5 Tax Saving Ideas to Do Now!, By Mark Sprenger
09/18/2011 Interview: Some firms benefit from real estate carnage, Milwaukee Journal Sentinel
9/16/2011 Blog: Does gold make "cents" for you?, by Holt-Smith Advisors' staff
7/10/2011 Article: CEO is one of few women in tough field, Wisconsin State Journal
Interview With Marilyn Holt-Smith
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