For over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s independent financial advisors and their clients. These services include reporting, portfolio management, operational processing, securities trading, and educational and training support.
The company also provides sophisticated analytical tools to build customized portfolios. Loring Ward’s Investment Committee includes such notable individuals as Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences, and Meir Statman, Professor of Finance at the Leavey School of Business, Santa Clara University, known for his work in behavior finance.
Loring Ward is headquartered in San Jose, California and has more than $13 billion in assets under management as of September 2015.
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. The company manages broadly diversified global index funds for long-term investors. Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms. Infinity Wealth Management's relationship with Dimensional is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional’s investment strategies are supported by extensive historical and Nobel-Prize winning academic research. The result is an investment model that is based not on speculation but on the science of capital markets. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists, such as Eugene F. Fama, University of Chicago, and Kenneth R. French, Dartmouth College, to develop and enhance its strategies.
The American Financial Education Alliance (AFEA) believes in EMPOWERMENT through EDUCATION and that is the basis of our mission, to eliminate financial illiteracy and empower Americans to take control of their finances by providing free educational workshops in local communities nationwide, as part of our non-profit financial wellness program.
Asheville, NC, September 1, 2015 - The American Financial Education Alliance, a national advocate for greater financial literacy, announced today that its Board of Directors unanimously voted to name Glen Pier as the new Chapter President of AFEA’s Asheville, NC Chapter.
About Ed Slott’s Elite IRA Advisor Group
Ed Slott’s Elite and Master Elite IRA Advisor Group is an exclusive IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings.
Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.
The Estate Plan has been in business for over 25 years and was founded by Harry W. Abtts, II, the national best-selling author of the book, The Living Trust, which brought the living trust to the forefront and started the estate planning revolution. Through your Personal Estate Preservation Program provided by a team comprised of Infinity Wealth Management, your attorney and Henry, you are able to prepare for lifetime issues, as well as ensure that your heirs receive their inheritance in an expeditious and as trouble-free process as possible.
Jeffrey G. Marsocci graduated from Hofstra University with an undergraduate degree in Business Administration, and two years later earned his law degree from the same school. He also earned a Certificate Degree in Non-Profit Management from Duke University in 2004, and his office was honored by the City of Raleigh with the 2011 Human Relations Business Award.
In addition to working in his life and estate planning practice in Raleigh and Asheville, NC since 1996, Mr. Marsocci is the author of The Anti-Probate Revolution, Estate Planning for Domestic Partners, The IRA Trust and other life and estate planning books found on Amazon.com. Jeff frequently holds seminars for clients, financial advisors and other attorneys on topics related to the life and estate planning field as well as developing and presenting continuing legal education courses for attorneys and life insurance agents.
*Jeffrey G Marsocci, Harry Abtts, and Ed Slott are not affiliated with MerCap Securities, LLC.
The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The information contained is not appropriate, by itself, to guide investment decisions. The views expressed are my own, and do not necessarily represent the views of MerCap Securities, LLC. or any other member of their staff.