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Category Archives: Our Blog
Final Blog by intern Sabrina Lieberman I’ll be honest – when I first walked into Sigma Financial and Parkland Securities on a snowy January afternoon, I barely knew what a broker-dealer did. As a college student, my financial priorities are rent, groceries, and loans—not a 401(k) or a Roth IRA. However, over the last few months,...Read more
5 Tips to Budget for Christmas in July We know that it’s July, and no one is eager to be reminded of snow and sludge. However, given that Americans spend an average of 2% of their income on Christmas gifts, Christmas is an important budgeting line item. By preparing early, your clients can celebrate...Read more
The Importance of Interns …in conversation with Randall A. Hoover In fall 2016, Randy Hoover presented The Power of Internships at our Practice Management Conference in Scottsdale, Arizona. This week, we spoke with Mr. Hoover to ask some important questions, and see if any of his best practices have changed. We were delighted to learn the...Read more
Summer spending can drain your bank account before it’s time to drain the pool. While summer is a fantastic time to take advantage of great weather and vacation time, it is important to stick to your annual budget. These five tips could help your clients stay afloat through the fall.Read more