•  
  •  
Resolved: To become financially independent

...believer in doing a budget every New Year's," said Stacey Hyde, a certified financial planner with Compass Financial Advisors in Memphis, Tenn. Begin by figuring out how much you have coming in and going over your 2000 spending to find...

http://chronicle.augusta.com/stories/2001/01/08/bus_305328.shtml
Business
You can name beneficiary for inherited IRAs

...You may name a beneficiary for these IRAs, said Bobby Bird, a Certified Financial Planner with American Express Financial Advisors in Memphis. When the time comes, your beneficiary would have to take withdrawals from the account, once he inherits...

http://chronicle.augusta.com/stories/2002/01/21/bus_334078.shtml
Business
John Joseph Mobley (DECATUR, Ga.)

...Finance in 1984. Thereafter, John settled in Atlanta and managed a thriving financial planning practice with GV Financial Advisors. John was fiercely devoted to his clients and he was highly respected by his peers and clients for his intelligence...

http://chronicle.augusta.com/stories/2006/11/27/obi_106151.shtml
Obituaries
On the move

...previously worked at CUNA Brokerage Services as a financial advisor. He has also served as a financial advisor for Valic Financial Advisors and for State Farm Insurance. He is also Master Sergeant in the Air Force Reserve and a member of the Georgia Air...

http://chronicle.augusta.com/news/2013-11-09/move
Historic Augusta honors building owners for preservation efforts

...five original bay windows and new custom windows were built. It houses the offices of Raymond James and Associates financial advisors.Historic Augusta also gave three awards for new construction that contribute to the historic character of a neighborhood...

http://chronicle.augusta.com/news/metro/2013-11-18/historic-augusta-honors-build
US unemployment claims fell last week to 382,000

...reluctant to aggressively boost their workforces," said Jim Baird, the chief investment strategist at Plante Moran Financial Advisors, in a note to clients.The unemployment rate dropped in August to 8.1 percent from 8.3 percent. But that...

http://chronicle.augusta.com/news/business/2012-09-20/us-unemployment-claims-fel
Beating the cat: Can your pet succeed in the stock market?

...temptation is clear: Ditch your investment manager and buy a cat.Now before I have to stave off hordes of angry financial advisors who are outraged over this, I have to tell readers something: This is not a jab at the human experts. You don't...

http://chronicle.augusta.com/opinion/joe-hotchkiss-columns/2013-01-20/beating-ca
Financial advisers need ties of trust

...certified financial planner with American Express Financial Advisors. "Chances are, if you establish that relationship...www.iafp.org National Association of Personal Financial Advisors at (888) 333-6659 or www.napfa.org

http://chronicle.augusta.com/stories/1999/02/23/met_254282.shtml
Metro
On the move

...representativ eEMPLOYER: Allstate Financial ServicesWORK EXPERIENCE: He was previously employed by Waddell and Reed Financial Advisors. He has been in the financial services industry for more than nine years.FIRST JOB: Busboy at Shoney's on...

http://chronicle.augusta.com/news/business/local-business/2010-09-11/move
Local Business | Business
American Express to jettison financial advisers business

...include the American Express Financial Advisors unit, based in Minneapolis...infusion into the American Express Financial Advisors unit before the spin off...rebranded as American Express Financial Advisors in 1995. Its insurance unit...

http://chronicle.augusta.com/stories/2005/02/02/bus_441559.shtml
Business