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The role of alternative investments besides securities in a risk-managed portfolio

Posted August 25th, 2011 by admin

This week’s interview on Financial Insider Weekly is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is, “The role of alternative investments in a risk-managed portfolio”.

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Filed under:Financial Insider Weekly, Personal Financial Planning

How should you manage your investments during retirement?

Posted January 31st, 2011 by admin

This week’s interview on Financial Insider Weekly is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is, “How to manage your investments during retirment.”

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Filed under:Financial Insider Weekly, Personal Financial Planning

Reporting requirements for foreign investment accounts and trusts

Posted August 23rd, 2010 by admin

This week’s interview on Financial Insider Weekly is with attorney and retired CPA David Howard of Hoge, Fenton, Jones & Appel about the federal information reporting requirements for foreign investments and foreign trusts.

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Filed under:Tax matters

Alternative investments for your Roth or IRA account

Posted March 22nd, 2010 by admin

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 24, is with Tom Anderson, President and CEO of Pensco Trust. We discuss “Alternative investments besides real estate for your IRA or Roth accounts”.

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Filed under:Financial Insider Weekly