Monthly Archives: October 2010

Financial Liability Portfolio Management

A Creative Solution to a Middle-Class Economic Dilemma For more than a century, Americans have routinely sought financial counseling in three key areas: tax management, risk management and asset management. And, indeed, these three basic categories of financial management have … Continue reading

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Manage Your Clients’ Liability Portfolio Before They Sink Earnings into an Asset Portfolio

For many middle-class American families, Sunday mornings resonate with certain familiar sounds: the steady hum of social conversation over coffee; childhood squeals accompanied by chuckles from grandparents; or the banter of Sunday morning talk shows interrupted by seductive messages from … Continue reading

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Rethinking the Credit Culture

The appeal of credit as an important engine of consumer spending is now coming into question. Since the summer, conditions in credit markets have been making headlines as the subprime mortgage crisis has brought the global lending machine and financial … Continue reading

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The Dust Bowl of Equity

Excessive Borrowing Threatens Clients’ Security By A. I. Schweitzer, Founder & CEO Gulfstream Financial Corporation The TV stays on at our house all the time on Sundays. In the morning, with pancakes and coffee, we hear the political talk. As the … Continue reading

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Don’t Let Your Pursuit of the American Dream Turn into a Nightmare

From the newsstand to the World Wide Web, the headlines are all around us: “Debt Can Be Bad for Your Health” “Rise in Bankruptcy Filings One Year after New Bankruptcy Law” “Middle-class Families in Worse Shape than Ever” It’s a … Continue reading

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He Handled Property, Can Help Financially

Download the article from Origination News in PDF format. (Originally published in January 2007, written by Amilda Dymi)

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Is Paying Off a Loan a Good Idea?

Republished from NYT Real Estate March 18, 2007 By BOB TEDESCHI As many homeowners dip into their home equity, a small but growing number are doing the opposite – paying off their mortgages quicker than lenders require. But is ending a mortgage sooner than necessary a wise … Continue reading

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