Brian Hackleman recently attended, via webcast, the 2009 Regional CCOutreach Seminar. TheSecurities and Exchange Commission hosts these annual seminars to help compliance officers address compliance in today’s evolving environment. This year’s seminar topics included fiduciary duty, safeguarding client assets, performance claims and compliance resources.
This spring kept Rich Boyer busy attending a number of conferences for Chartered Financial Analysts (CFA). These included March’s CFA Wealth Management Conference in Chicago and the Annual CFA Conference in Florida at the end of April.
Skype, an internet based application, allows users to make phone calls via the internet. With the addition of a webcam, Skype allows videoconferencing with anyone in the world who also has Skype. At this point, both of these capabilities are free. Boyer & Corporon Wealth Management is now using Skype to connect with our clients…
Quick and easy access to important documents is easy for our clients when we scan and store these documents in their Personal Client Vaults. Besides ease of access, this is yet another great way to go green by saving paper. At BCWM we have a program to securely recycle any waste paper we generate. Contact…
There have been signs of good news in our economy and around the world ….signs that the credit crisis is over, that the recession has ended and that the bear stock market is history. The stock market is certainly factoring in a fair amount of optimism. Since March 9th, the Dow Jones Industrial Average has…
