Category Archives: Independent Brokerage
THERE’S GOLD IN THEM THAR HILLS! A CLOSER LOOK AT GOLD …
America's got gold fever. There’s no doubt that in recent history, the performance of gold is startling. Across the 2000s, gold gained 278.52% on the COMEX while the S&P 500 lost 24.10%. So given these numbers, why doesn’t everyone put every dollar they have into gold? Recent price returns don’t tell the whole story.
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Centaurus Financial® Presents: Q4 2010 ECONOMIC UPDATE
THE QUARTER IN BRIEF The consumer was the hero of the fourth quarter. In the last three months (and especially in the last six weeks), consumers opened their wallets and pocketbooks and grew more confident about the state of the economy. In Washington, the President and Congress collaborated to devise short-term fixes for America’s major [...]
Centaurus Financial Offers Another Fabulous Bear Market Strategy: Using ETFs to Harvest Tax Losses
Exchange-traded funds are fast becoming a fashionable choice for implementing tax-harvesting strategies whether it be for stocks, mutual funds or other ETFs. The unique structure of ETFs can make them a powerful device with which to execute tax loss strategies. The “wash sale” rule prohibits investors from taking a loss on a stock if a [...]
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Centaurus Financial Offers Advice on Speaking to Groups
Many financial advisors dread giving presentations, especially to large groups, for reasons such as stage fright or looking foolish. Getting over stage fright can be as simple as picturing the audience naked, but looking foolish can be a more challenging obstacle to overcome. Giving a poor presentation usually means that the speaker didn’t know what [...]
Centaurus Financial Offers Guidance on Social Media Usage by Registered Representative
It’s no secret that social media websites, defined as sites that are based on user participation and user-generated content (Facebook, Twitter, LinkedIn, YouTube, etc.) have exploded in popularity. Recent research shows that, “two-thirds of the world’s Internet population visit a social network or blogging site and the sector now accounts for almost 10% of all [...]
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Centaurus Financial Explains Client Relationship Management
Centaurus Financial Independent Financial Advisors – CRM Basics As a trusted, independent broker, you are paid to know your client and know them well. For Centaurus Financial Independent Financial Advisors, one of the tools used to achieve this is a Client Relationship Management [CRM] system. There are several features that are typically included with a [...]
Independent Financial Advisors Security Tips: Centaurus Financial
As a trusted independent financial advisor, your computer’s security is paramount in protecting client information. For Centaurus Financial Independent Financial Advisors, there are three basic areas to address in securing the computers you use to access your client information and services. As a member of the financial services community, Centaurus felt that the following guidelines [...]
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Centaurus Financial® Presents: Q2 2011 ECONOMIC UPDATE