“Green Shoots”. Ben Bernanke used this phrase once to describe positive signs that the economy is improving (green shoots are those things that come up out of the ground in the spring and soon turn into flowers). It has become one of the most overused phrases since “Where’s the beef?” And in the month of…
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…
