wellspoken

Give Financial Planners a Once-Over Before Hiring

August 9, 2011

If you’re like many people, you may be tempted to hire the first financial adviser you meet. Or, like others, maybe you’ll get a recommendation from family members or friends. You probably won’t even do a background check. Make sure you’re not entrusting your college, retirement, or life savings to the wrong person. Here’s how […]

Posted in Monthly Newsletter, YAM |

You’ve Been Phished – Now What?

July 5, 2011

Even the most tech-savvy people are victims of phishing attacks. Despite being educated and prepared, you still may be fooled into giving out your personal information. If you’ve been phished, you should assume that you’ll probably become a victim of credit card fraud, bank fraud, or identity theft. The following advice will help you if […]

Posted in Monthly Newsletter, YAM |

Measuring a Strategy

July 5, 2011

From the Desk of SagePoint Financial By Mike Mayer Alpha, beta, annualized return, maximum drawdown, time taken to recover from a drawdown, expense, management experience, etc. – these are just a few of the measurements everyone uses to judge a strategy. While all can be insightful, it has been our experience that one of the […]

Posted in SagePoint Financial |

Zero Cost Vacation Ideas

July 5, 2011

Want to recharge, but don’t want to spend much on a vacation? Here are 22 great ideas to get you started! Switch houses with a friend or relative in another town. Being in a different town, county or state for a week or two gives everyone a change of scenery and a chance to play […]

Posted in Monthly Newsletter |

eStatement Promo 2011 Results

July 5, 2011

For every member that switched to eStatements between the dates of March 1 and April 30, CapEd donated $1 to the Arbor Day Foundation to plant a tree. Thanks, everyone, for your support! Because of you, we were able to donate $646 to the Arbor Day Foundation this year! Look for more information next year […]

Posted in Monthly Newsletter, YAM |
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