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November 19, 2008  
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Financial Advisor Terms


  > New York Stock Exchange
The world's largest exchange for trading stocks and bonds.
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  > Over-the-counter
Figurative term for the means of trading securities that are not listed on an organized stock exchange such as the New York Stock Exchange. Over-the-counter trading is done by broker-dealers who communicate by telephone and computer networks.
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  > Securities
Paper certificates (definitive securities) or electronic records (book-entry securities) evidencing ownership of equity (stocks) or debt obligations (bonds).
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   Financial Advisor News:

Your Home is Your Investment - Protect it!

  • Limit your use of consumer credit cards. Avoid high cost purchases. Live within your means.

  • Stay away from rent-to-own businesses and payday lenders. The fees are crippling, and the terms put you at a huge disadvantage. Consider all other options first.

  • If you fall into debt, talk to a mortgage counselor before you apply for loan. Avoid adding credit card debt to your mortgage.

  • Think twice about including a car payment in a mortgage refinance. Will you still be driving the car in 30 years? Do you want to make payments on your car over 30 years?

  • Considering life insurance? Talk to a financial planner. Mortgage Life Insurance products pay your lender but your loved ones do not receive a penny. Is that what you want?

  • Thinking about refinancing? Don't just look at your loan payments - look at the life of your loan. For example, refinancing with another 30-year mortgage may lower your monthly payment but it also means another 30 years of payments. Do you really want another 30 years of house payments? Perhaps a 15-year loan would best meet your needs.

  • Choose your credit accounts wisely. Now that you have become a homeowner, you will be bombarded with credit offers. Always read the fine print. There is no free money - just clever advertising. Consider a credit card that is tied to your checking account. That way you cannot spend money you do not have.

Contact our Palmdale Financial Advisors


If you live in the following cities and need a Financial Advisor you should contact our Palmdale Financial advisor as soon as possible:

  • Antioch
  • Bell
  • Hawthorne
  • Long Beach
  • Los Angeles
  • Norwalk
  • Oceanside
  • Pacoima
  • Santa Ana
  • South Gate
  • Norwalk
  • Oceanside
  • Oxnard
  • Pacoima
  • Pittsburg
  • Santa Ana
  • South Gate
  • Sylmar
  • Watsonville
  • Westminster
  • Fremont
  • Fresno
  • Hawthorne
  • Hayward
  • Hesperia
  • Huntington Beach
  • Huntington Park
  • Indio
  • La Habra
  • La Puente
  • Laguna Niguel
  • Lake Forest
  • Lancaster
  • Livermore
  • Long Beach
  • Los Angeles
  • Lynwood
  • Merced
  • Milpitas
  • Montebello
  • Moreno Valley
  • Napa
  • North Hollywood
  • Norwalk
  • Oceanside
  • Ontario
  • Oxnard
  • Pacoima
  • Palmdale
  • Panorama City
  • Pico Rivera
  • Pittsburg
  • Pomona
  • Porterville
  • Reseda
  • Rialto
  • Riverside
  • Rosemead
  • Sacramento
  • Salinas
  • San Diego
  • San Francisco
  • San Jose
  • San Pedro
  • Santa Ana
  • Simi Valley
  • South Gate
  • South San Francisco
  • Sylmar
  • Tulare
  • Union City
  • Vacaville
  • Victorville
  • Vista
  • Watsonville
  • Westminster
       
 
Did You Know?    
 
 
Customers are a financial advisors lifeblood
Finding clients and building a customer base is one of the most important parts of a financial advisor?s job. Referrals from satisfied clients are an important source of new business. Many advisors also contact potential clients by giving seminars or lect

 
Latest News
  Latest financial advisor news in Palmdale and nationwide:

Jul 14, 2006 - Your Home is Your Investment - Protect it!

  • Stay away from rent-to-own businesses and payday lenders. The fees are crippling, and the terms put you at ...
    Read more >


    Jul 08, 2005 - Pursuant To Section 21C Of The Securities Exchange
    The Securities and Exchange Commission ("Commission") deems it appropriate that public cease-and-desist proceedings be, an...
    Read more >


    Jul 08, 2005 - Ordered To Disgorge Approximately $27.6
    ...
    Read more >


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