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SFA Accelerates Growth, Creates Senior Leadership Team

The Strategic Financial Alliance (SFA) has created three senior management positions to oversee product strategy, technology and recruiting. “We are delighted to welcome these three talented and respected executives to serve in key operating roles in our expanded senior management team,” said Clive Slovin, president and CEO of SFA. Jean Merriman has joined SFA as... Read More

Beware of so-called ‘liquid’ alts for retail investors

In the independent broker-dealer and RIA space, the term "alternative investment" means exactly what it implies: It is an alternative to commonly held liquid investments traded on a public exchange. Alternatives can be inappropriate for those who cannot afford to lock up significant capital for a long period of time. Read more... Read More

A Black Monday Redux?

Contributed by Lewis J. Walker, CFP® The headline startled: "Dow plummets...on a wave of panic selling; 22% drop exceeds worst day in 1929." The date was Tuesday, October 20, 1987, and the front-page above-the-fold story in the Minneapolis-St. Paul Star Tribune chronicled the carnage on Wall Street on what became known as Black Monday. My... Read More

Why $1 Million Aint’ What It Used To Be

Contributed by: Lewis J. Walker Inflation does a number on your wealth. Time was that having $1 million meant you were rich. Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., explains what you can do to combat a wealth shortfall: A report from Boston Consulting Group focused on the growing global wealth gap.... Read More

Cures for Financial Anxiety

Contributed by Lewis J. Walker, CFP® A  survey from HomeServe USA cited by MarketWatch and New York Post, April 5, 2017, painted a grim financial picture for many Americans. About 19% of those surveyed had zero dollars set aside for emergencies; 31% had less than $500 available to cover unexpected expenses. Debt is one factor.... Read More