Dr. Rick C. Ernst
Coaching The Affluent To A Fulfilling Life
of Peace, Passion, Profits And Philanthropy.
TheBestCoach.Com

Affluent Products

4 considerations when evaluating alts
www.investmentnews.com

But today, alternatives have become increasingly mainstream, with a tremendous proliferation in options for mass affluent clients. By and large, this has been a positive development for the financial … Tax advantages, performance enhancement, income …

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Mitch McConnell admits we have to pick between “brownouts” & coal dependency
americablog.com

Shifting those external prices to another budget line would probably help ease the availability of staples while passing costs on to the very affluent but the very affluent are also well positioned to sabotage such efforts at fair pricing. At the other …

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Citigroup's (C) Management Presents at Deutsche Bank 2014 Global Financial …
seekingalpha.com

First, is continuing to improve the efficiency of Citicorp by allocating our resources to the most productive markets, products and client segments, all while funding growth and absorbing higher regulatory and compliance costs. Second is driving Citi …

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Managing the Wealth of the World's Dynasties
dissidentvoice.org

Rockefeller & Co.'s CEO, Rueben Jeffery III, declared that, “there is a shared vision, at the conceptual and strategic level, that marrying the two names with particular products, services, geographic market opportunities, can and will have resonance …

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Old Kroger building in southeast Raleigh sold to new investor group
www.bizjournals.com

Kroger closed the southeast Raleigh store– one of the only major grocery stores serving the less affluent southeast Raleigh neighborhoods – in January 2013. Kroger had also closed its Raleigh store at 4111 New Bern Ave. around the same time. Two …

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Going Broke in Retirement Is Top Fear for Americans
online.wsj.com

Running out of money in retirement trumps other stress-inducing situations and pressures such as public speaking, gaining weight and going to the dentist for mass affluent Americans, according to the results of Bank of America's latest Merrill Edge(R …

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fullerton gets rqfii nod to invest in china market
www.international-adviser.com

The license also provides Fullerton with flexibility in product development and structuring solutions that meet the demands of clients and the market, the company said. Fullerton joins the ranks of other asset managers such as Nikko Asset Management in …

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5 Ways to Escape Client Objections
www.thinkadvisor.com

They may be affluent, but they would never be wealthy. This little exercise was quite eye-opening … When it comes to certain insurance products, I will tell them many times that there are high fees and expenses up front. If there are surrender …

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Chipotle customers ignore rising burrito costs
www.commercialappeal.com

Wholesale food prices jumped 2.1 percent in April, led by pressure on meat and processed poultry and dairy products. Prolonged droughts and a harsh winter have blighted fruits and … Because these restaurants use higher-quality ingredients than most …

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