AssetGrade, LLC

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Charitable Gifting: 2 Techniques for Win-Win

    Submitted by Kate Hennessy on March 2nd, 2017 Charitable gifting to non-profit organizations can be advantageous to both the donor and the organization. While there are many ways of donating to non-profit organizations, two gifting strategies most of us can use during our life often are overlooked.read more

AssetGrade, LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Investing - Trust But Verify

    Submitted by Patrick Cote on January 16th, 2017 One of the questions we get asked all of the time is “Can you tell me whether my investment advisor is doing a good job?  I am not hearing or seeing much from him about my investments.” If you have any uncertainty about your current investment advisor, it definitely makes sense to get an independent review.  Many firms will do one at no charge and ...

  • 6 Financial Lessons from the Ultra Wealthy

    Submitted by Pat Cote on December 14th, 2016 I was fortunate enough to chat recently with Karen Finerman.  You may know her from CNBC's Fast Money or from Metropolitan Capital Advisors, the hedge fund she founded and runs in NYC. With Karen's background, she has had the chance to get to know many highly successful folks that most people would consider to be ultra wealthy. With AssetGrade's focu...

  • Cash Balance Plans = More Tax Savings

    Submitted by Susan Powers on November 15th, 2016 According to the IRS, cash balance plans are the fastest growing type of retirement plan in the United States. What makes them attractive? If you are a business owner, you can put up to $53K (or $59K if you are over age 50) each year into a 401(k).  If business owners are interested in saving more than their 401(k) limit, cash balance plans may l...

AssetGrade, LLC

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Third Annual AssetGrade Board Meeting in NYC

    (Board of Advisors members, clockwise starting from left: Greg Mand, Pat Cote, Jonathan Shelon, Susan Powers and Chris Sullivan) Submitted by Pat Cote on Sept. 26th, 2016 Our third annual AssetGrade Board of Advisors meeting in New York was a great success.  Board members Greg Mand, Susan Powers, Chris Sullivan and I welcomed new board member, Jonathan Shelon, and had a chance to review our stra...

Out-Market Your Competitors?

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account Log in

Out-Market Your Competitors

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account

Already a user?  Log in