Alpha & Beta 101 Article repost

Alpha and Beta for Beginners By Jesse Emspak | September 21, 2015 — 10:35 AM EDT SHARE We often hear the terms alpha and beta when talking about investments. Both of these are numbers that measure related but different things. Alpha Alpha is a number assigned to the...

Opportunities beyond the average and most (i.e. 99.5% of them) wealth managers the CPA & Tax Attorney. What can be done (yes, legally) beyond their scope of work and knowledge. Not just thinking outside of the box. More along the lines of realizing there is no box and you can create what you want. Imagine that!

A Blue Ocean of Opportunity! • Published on February 8, 2017 Richard Counts Founder & Trustee at Trustee & Financial Services LLC When most of my clients were prospective clients they honestly had no idea what was really in their best interest. What is very...