Stock Market — 5 Reasons to Invest … in a Financial Planner

For a highly sophisticated approach, it makes sense to pay for investment advice – but not pay for investment advice if the advisor will only periodically rebalance your portfolio.

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Want to Take Your Company Public? Here are 5 IPO Tips

Companies enter the IPO market for a myriad of obvious reasons – as an entrée to capital markets, for higher status and visibility, or to attract talented employees. In a lot of ways, credibility is king – here are five steps.

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Data Warns Investors to Look for Firms Strong in HR Training

Investors beware: Investment outcomes – such as return on equity, return on investment and profit margins – are much bigger with most companies that have solid human resources and training policies.

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Marketing Lessons from Poor-Performing Wealth Investment Firms

Registered investment advisor (RIA) firms might want more clients, but 95 percent are lacking in marketing and business development. Worse, 70 percent don’t even have a strategic plan to grow.

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Investor Risk: Almost 60% of IPOS Fail to Use GAAP

GAAP – an acronym for generally accepted accounting principles – is vital in financial reporting. But nearly 60 percent of companies fail to provide financials fully based on GAAP, according to a study by PwC US. Entitled, How non-GAAP Measures Can Impact Your IPO, the report analyzes 400 initial public offerings (IPOs) from 2011 to 2013.

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How Twitter Levels Playing Field for Small Companies to Win Investors

Good news for venture capitalists and entrepreneurs who are known to kvetch that that their companies fall below the radar screen of Wall Street analysts and the media. It’s widely known that mainstream media coverage seems to favor large companies over small ones. But an academic study shows that Twitter can help such small cap companies gain market liquidity.

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6 Keys for Hedge Fund Managers to Succeed Long Term

Lack of performance and higher expectations of investors necessitate that hedge fund managers make salient changes to succeed long-term.

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Major Banks Are Too Big to Fail, But Not to Break Them Up

The time has come to break up the big banks. There are 5,000+ banks in the U.S. However, just a dozen of them dominate with 69 percent of the assets in the banking sector. America grew strong as the result of a free-market system. But the nation is barely surviving the Great Recession that was largely […]

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Investment Advisors Feel Buoyant, but Investors Don’t Feel the Love

Ironically, many investment advisors are cheery enough about the future to hire staff while their clients are pessimistic about the economy.

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Dow’s Plummet from 18,292 Means Economy is Still Shaky

So the U.S. stock market remains volatile after the Federal Reserve showed a lack of confidence in the economic recovery — ostensibly, globally and nationally. How can we discern the Fed is not confident about the economy? The Fed declined to raise the interest rate this week.

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Seattle business consultant Terry Corbell provides high-performance management services and strategies.